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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 | $54,945 | $181,062-69.7% | $158,223-65.3% | $155,188-64.6% |
| Participation rate | 53.3% | 82.7%-29.3pp | 79.2%-25.9pp | 80.8%-27.5pp |
| Annual return | 19.16% | 57.39%-38.2pp | 52.09%-32.9pp | 148.84%-129.7pp |
| Employer contribution / active EE | $591 | $4,565-87.0% | $4,109-85.6% | $4,248-86.1% |
| Participant deferral / active EE | $3,330 | $6,134-45.7% | $5,467-39.1% | $6,531-49.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |