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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 | $61,520 | $172,111-64.3% | $150,298-59.1% | $137,256-55.2% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 11.63% | 69.37%-57.7pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $668 | $4,636-85.6% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $2,079 | $6,166-66.3% | $5,453-61.9% | $6,407-67.6% |
| Admin fee / account holder | $234 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |