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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 | $51,755 | $185,312-72.1% | $161,489-68.0% | $154,746-66.6% |
| Participation rate | 52.4% | 82.5%-30.1pp | 78.7%-26.3pp | 80.7%-28.3pp |
| Annual return | 17.62% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $824 | $4,769-82.7% | $4,268-80.7% | $4,379-81.2% |
| Participant deferral / active EE | $4,261 | $6,350-32.9% | $5,630-24.3% | $6,730-36.7% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |