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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 | $55,225 | $156,398-64.7% | $147,318-62.5% | $138,895-60.2% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 17.46% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $500 | $4,853-89.7% | $4,593-89.1% | $4,194-88.1% |
| Participant deferral / active EE | $2,500 | $8,237-69.7% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $222 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |