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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,789 | $183,592-66.9% | $155,574-60.9% | $145,877-58.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 15.79% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $861 | $5,317-83.8% | $4,676-81.6% | $4,663-81.5% |
| Participant deferral / active EE | $3,265 | $6,466-49.5% | $5,629-42.0% | $6,691-51.2% |
| Admin fee / account holder | $228 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |