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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 | $25,569 | $154,228-83.4% | $145,433-82.4% | $137,256-81.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 49.43% | 74.59%-25.2pp | 66.58%-17.1pp | 220.34%-170.9pp |
| Employer contribution / active EE | $507 | $4,804-89.4% | $4,554-88.9% | $4,156-87.8% |
| Participant deferral / active EE | $5,374 | $8,216-34.6% | $7,897-32.0% | $6,407-16.1% |
| Admin fee / account holder | $92 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |