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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 | $48,536 | $172,111-71.8% | $150,298-67.7% | $137,256-64.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 29.36% | 69.37%-40.0pp | 62.79%-33.4pp | 220.34%-191.0pp |
| Employer contribution / active EE | $833 | $4,636-82.0% | $4,154-79.9% | $4,156-80.0% |
| Participant deferral / active EE | $10,075 | $6,166+63.4% | $5,453+84.8% | $6,407+57.3% |
| Admin fee / account holder | $156 | $16,471-99.1% | $14,116-98.9% | $12,270-98.7% |