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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 | $61,934 | $162,136-61.8% | $152,301-59.3% | $154,746-60.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 21.48% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $776 | $4,890-84.1% | $4,624-83.2% | $4,379-82.3% |
| Participant deferral / active EE | $3,067 | $8,341-63.2% | $8,004-61.7% | $6,730-54.4% |
| Admin fee / account holder | $50 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |