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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 | $58,857 | $185,312-68.2% | $161,489-63.6% | $154,746-62.0% |
| Participation rate | 26.1% | 82.5%-56.4pp | 78.7%-52.6pp | 80.7%-54.6pp |
| Annual return | 19.36% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $852 | $4,769-82.1% | $4,268-80.0% | $4,379-80.5% |
| Participant deferral / active EE | $3,170 | $6,350-50.1% | $5,630-43.7% | $6,730-52.9% |
| Admin fee / account holder | $27 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |