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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 | $50,901 | $135,956-62.6% | $123,894-58.9% | $273,972-81.4% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $492 | $5,170-90.5% | $4,617-89.3% | $4,869-89.9% |
| Participant deferral / active EE | $5,365 | $6,343-15.4% | $5,984-10.3% | $5,287+1.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |