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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 | $70,079 | $162,136-56.8% | $152,301-54.0% | $154,746-54.7% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 19.10% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $581 | $4,890-88.1% | $4,624-87.4% | $4,379-86.7% |
| Participant deferral / active EE | $4,408 | $8,341-47.2% | $8,004-44.9% | $6,730-34.5% |
| Admin fee / account holder | $156 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |