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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 | $83,132 | $174,379-52.3% | $152,093-45.3% | $138,895-40.1% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 12.79% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $373 | $4,652-92.0% | $4,175-91.1% | $4,194-91.1% |
| Participant deferral / active EE | $3,935 | $6,159-36.1% | $5,451-27.8% | $6,396-38.5% |
| Admin fee / account holder | $64 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |