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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 | $67,877 | $181,062-62.5% | $158,223-57.1% | $155,188-56.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 19.41% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $748 | $4,565-83.6% | $4,109-81.8% | $4,248-82.4% |
| Participant deferral / active EE | $3,226 | $6,134-47.4% | $5,467-41.0% | $6,531-50.6% |
| Admin fee / account holder | $261 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |