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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 | $59,253 | $201,344-70.6% | $184,243-67.8% | $145,877-59.4% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 15.37% | 29.01%-13.6pp | 28.82%-13.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $867 | $7,022-87.7% | $6,427-86.5% | $4,663-81.4% |
| Participant deferral / active EE | $4,578 | $9,807-53.3% | $9,132-49.9% | $6,691-31.6% |
| Admin fee / account holder | $239 | $16,382-98.5% | $13,914-98.3% | $13,402-98.2% |