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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 | $172,111-69.5% | $150,298-65.1% | $137,256-61.7% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 26.56% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $640 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $6,300 | $6,166+2.2% | $5,453+15.5% | $6,407-1.7% |
| Admin fee / account holder | $189 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |