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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 | $60,516 | $185,312-67.3% | $161,489-62.5% | $154,746-60.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 22.46% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $871 | $4,769-81.7% | $4,268-79.6% | $4,379-80.1% |
| Participant deferral / active EE | $2,178 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $231 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |