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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 | $55,043 | $152,612-63.9% | $125,192-56.0% | $152,897-64.0% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 22.05% | 54.85%-32.8pp | 43.79%-21.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $847 | $4,947-82.9% | $3,866-78.1% | $4,764-82.2% |
| Participant deferral / active EE | $4,247 | $5,868-27.6% | $4,937-14.0% | $5,851-27.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |