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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 | $185,312-68.5% | $161,489-63.9% | $154,746-62.3% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.7%-13.7pp | 80.7%-15.7pp |
| Annual return | 14.47% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $271 | $4,769-94.3% | $4,268-93.6% | $4,379-93.8% |
| Participant deferral / active EE | $3,670 | $6,350-42.2% | $5,630-34.8% | $6,730-45.5% |
| Admin fee / account holder | $219 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |