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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 | $69,862 | $156,398-55.3% | $147,318-52.6% | $138,895-49.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.92% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $384 | $4,853-92.1% | $4,593-91.6% | $4,194-90.8% |
| Participant deferral / active EE | $5,497 | $8,237-33.3% | $7,906-30.5% | $6,396-14.1% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |