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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 | $58,298 | $172,111-66.1% | $150,298-61.2% | $137,256-57.5% |
| Participation rate | 65.0% | 81.7%-16.7pp | 77.8%-12.8pp | 80.0%-15.0pp |
| Annual return | 14.47% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $271 | $4,636-94.2% | $4,154-93.5% | $4,156-93.5% |
| Participant deferral / active EE | $3,670 | $6,166-40.5% | $5,453-32.7% | $6,407-42.7% |
| Admin fee / account holder | $219 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |