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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 | $47,506 | $183,592-74.1% | $155,567-69.5% | $145,959-67.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.72% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $828 | $5,315-84.4% | $4,674-82.3% | $4,661-82.2% |
| Participant deferral / active EE | $6,537 | $6,464+1.1% | $5,628+16.2% | $6,689-2.3% |
| Admin fee / account holder | $277 | $19,318-98.6% | $15,916-98.3% | $13,398-97.9% |