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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 | $58,906 | $185,312-68.2% | $161,489-63.5% | $154,746-61.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.64% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $790 | $4,769-83.4% | $4,268-81.5% | $4,379-82.0% |
| Participant deferral / active EE | $3,989 | $6,350-37.2% | $5,630-29.1% | $6,730-40.7% |
| Admin fee / account holder | $204 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |