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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 | $54,873 | $172,111-68.1% | $150,298-63.5% | $137,256-60.0% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 27.28% | 69.37%-42.1pp | 62.79%-35.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $704 | $4,636-84.8% | $4,154-83.0% | $4,156-83.1% |
| Participant deferral / active EE | $4,110 | $6,166-33.3% | $5,453-24.6% | $6,407-35.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |