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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 | $48,308 | $183,516-73.7% | $155,534-68.9% | $145,884-66.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.09% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $856 | $5,315-83.9% | $4,675-81.7% | $4,662-81.6% |
| Participant deferral / active EE | $5,561 | $6,467-14.0% | $5,630-1.2% | $6,690-16.9% |
| Admin fee / account holder | $260 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |