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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 | $62,179 | $157,276-60.5% | $141,177-56.0% | $152,885-59.3% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 21.00% | 64.33%-43.3pp | 71.40%-50.4pp | 345.39%-324.4pp |
| Employer contribution / active EE | $639 | $5,262-87.9% | $4,736-86.5% | $4,763-86.6% |
| Participant deferral / active EE | $2,555 | $7,110-64.1% | $6,710-61.9% | $5,851-56.3% |
| Admin fee / account holder | $69 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |