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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 | $181,062-71.4% | $158,223-67.3% | $155,188-66.6% |
| Participation rate | 52.4% | 82.7%-30.3pp | 79.2%-26.8pp | 80.8%-28.4pp |
| Annual return | 17.62% | 57.39%-39.8pp | 52.09%-34.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $824 | $4,565-81.9% | $4,109-79.9% | $4,248-80.6% |
| Participant deferral / active EE | $4,261 | $6,134-30.5% | $5,467-22.1% | $6,531-34.8% |
| Admin fee / account holder | $9 | $18,825-100.0% | $16,047-99.9% | $14,480-99.9% |