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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 | $60,452 | $162,136-62.7% | $152,301-60.3% | $154,746-60.9% |
| Participation rate | 47.4% | 84.1%-36.7pp | 82.4%-35.1pp | 80.7%-33.3pp |
| Annual return | 12.35% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $763 | $4,890-84.4% | $4,624-83.5% | $4,379-82.6% |
| Participant deferral / active EE | $3,545 | $8,341-57.5% | $8,004-55.7% | $6,730-47.3% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |