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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 | $52,934 | $157,304-66.3% | $141,197-62.5% | $152,909-65.4% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.5%-20.6pp |
| Annual return | 26.83% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $890 | $5,263-83.1% | $4,736-81.2% | $4,764-81.3% |
| Participant deferral / active EE | $2,919 | $7,111-58.9% | $6,710-56.5% | $5,851-50.1% |
| Admin fee / account holder | $180 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |