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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 | $43,551 | $162,136-73.1% | $152,301-71.4% | $154,746-71.9% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 22.29% | 91.02%-68.7pp | 80.50%-58.2pp | 172.34%-150.1pp |
| Employer contribution / active EE | $465 | $4,890-90.5% | $4,624-89.9% | $4,379-89.4% |
| Participant deferral / active EE | $2,906 | $8,341-65.2% | $8,004-63.7% | $6,730-56.8% |
| Admin fee / account holder | $13 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |