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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 | $185,312-70.4% | $161,489-66.0% | $154,746-64.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 27.28% | 103.84%-76.6pp | 89.72%-62.4pp | 172.34%-145.1pp |
| Employer contribution / active EE | $704 | $4,769-85.2% | $4,268-83.5% | $4,379-83.9% |
| Participant deferral / active EE | $4,110 | $6,350-35.3% | $5,630-27.0% | $6,730-38.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |