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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 | $73,586 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $777 | $4,804-83.8% | $4,554-82.9% | $4,156-81.3% |
| Participant deferral / active EE | $3,140 | $8,216-61.8% | $7,897-60.2% | $6,407-51.0% |
| Admin fee / account holder | $210 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |