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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 | $65,363 | $183,592-64.4% | $155,574-58.0% | $145,877-55.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 28.85% | 61.37%-32.5pp | 64.87%-36.0pp | 551.28%-522.4pp |
| Employer contribution / active EE | $462 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $3,146 | $6,466-51.4% | $5,629-44.1% | $6,691-53.0% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |