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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 | $172,111-69.9% | $150,298-65.6% | $137,256-62.3% |
| Participation rate | 52.4% | 81.7%-29.3pp | 77.8%-25.4pp | 80.0%-27.6pp |
| Annual return | 17.62% | 69.37%-51.7pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $824 | $4,636-82.2% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $4,261 | $6,166-30.9% | $5,453-21.9% | $6,407-33.5% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |