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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 | $67,388 | $174,379-61.4% | $152,093-55.7% | $138,895-51.5% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 18.89% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $680 | $4,652-85.4% | $4,175-83.7% | $4,194-83.8% |
| Participant deferral / active EE | $2,318 | $6,159-62.4% | $5,451-57.5% | $6,396-63.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |