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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 | $65,060 | $174,379-62.7% | $152,093-57.2% | $138,895-53.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 20.76% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $662 | $4,652-85.8% | $4,175-84.1% | $4,194-84.2% |
| Participant deferral / active EE | $2,063 | $6,159-66.5% | $5,451-62.2% | $6,396-67.7% |
| Admin fee / account holder | $22 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |