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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 | $73,261 | $174,379-58.0% | $152,093-51.8% | $138,895-47.3% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 15.82% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $460 | $4,652-90.1% | $4,175-89.0% | $4,194-89.0% |
| Participant deferral / active EE | $4,017 | $6,159-34.8% | $5,451-26.3% | $6,396-37.2% |
| Admin fee / account holder | $74 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |