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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% | $155,574-69.5% | $145,877-67.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.72% | 61.37%-49.7pp | 64.87%-53.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $828 | $5,317-84.4% | $4,676-82.3% | $4,663-82.2% |
| Participant deferral / active EE | $6,537 | $6,466+1.1% | $5,629+16.1% | $6,691-2.3% |
| Admin fee / account holder | $277 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |