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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 | $185,312-63.4% | $161,489-58.0% | $154,746-56.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.41% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $748 | $4,769-84.3% | $4,268-82.5% | $4,379-82.9% |
| Participant deferral / active EE | $3,226 | $6,350-49.2% | $5,630-42.7% | $6,730-52.1% |
| Admin fee / account holder | $261 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |