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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 | $154,228-54.6% | $145,433-51.8% | $137,256-48.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 19.10% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $581 | $4,804-87.9% | $4,554-87.2% | $4,156-86.0% |
| Participant deferral / active EE | $4,408 | $8,216-46.4% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $156 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |