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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 | $52,511 | $174,379-69.9% | $152,093-65.5% | $138,895-62.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 26.56% | 74.86%-48.3pp | 66.36%-39.8pp | 145.39%-118.8pp |
| Employer contribution / active EE | $640 | $4,652-86.2% | $4,175-84.7% | $4,194-84.7% |
| Participant deferral / active EE | $6,300 | $6,159+2.3% | $5,451+15.6% | $6,396-1.5% |
| Admin fee / account holder | $189 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |