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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 | $63,413 | $185,312-65.8% | $161,489-60.7% | $154,746-59.0% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.7%-41.9pp | 80.7%-43.9pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $560 | $4,769-88.3% | $4,268-86.9% | $4,379-87.2% |
| Participant deferral / active EE | $2,059 | $6,350-67.6% | $5,630-63.4% | $6,730-69.4% |
| Admin fee / account holder | $58 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |