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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 | $77,685 | $174,379-55.5% | $152,093-48.9% | $138,895-44.1% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 15.30% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $749 | $4,652-83.9% | $4,175-82.1% | $4,194-82.1% |
| Participant deferral / active EE | $2,952 | $6,159-52.1% | $5,451-45.8% | $6,396-53.8% |
| Admin fee / account holder | $123 | $16,880-99.3% | $14,497-99.1% | $12,562-99.0% |