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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 | $119,556 | $174,379-31.4% | $152,093-21.4% | $138,895-13.9% |
| Participation rate | 44.4% | 81.6%-37.2pp | 77.8%-33.3pp | 79.9%-35.5pp |
| Annual return | 19.19% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $674 | $4,652-85.5% | $4,175-83.9% | $4,194-83.9% |
| Participant deferral / active EE | $2,946 | $6,159-52.2% | $5,451-46.0% | $6,396-53.9% |
| Admin fee / account holder | $30 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |