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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 | $58,927 | $135,956-56.7% | $123,894-52.4% | $273,972-78.5% |
| Participation rate | 52.4% | 84.1%-31.7pp | 81.4%-29.0pp | 83.0%-30.6pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $820 | $5,170-84.1% | $4,617-82.2% | $4,869-83.2% |
| Participant deferral / active EE | $4,834 | $6,343-23.8% | $5,984-19.2% | $5,287-8.6% |
| Admin fee / account holder | $246 | $9,817-97.5% | $8,357-97.1% | $10,133-97.6% |