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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 | $103,662 | $174,379-40.6% | $152,093-31.8% | $138,895-25.4% |
| Participation rate | 39.1% | 81.6%-42.5pp | 77.8%-38.6pp | 79.9%-40.8pp |
| Annual return | 17.25% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $452 | $4,652-90.3% | $4,175-89.2% | $4,194-89.2% |
| Participant deferral / active EE | $4,604 | $6,159-25.2% | $5,451-15.5% | $6,396-28.0% |
| Admin fee / account holder | $4 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |