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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 | $54,066 | $162,812-66.8% | $133,971-59.6% | $158,966-66.0% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 18.23% | 41.94%-23.7pp | 45.09%-26.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $633 | $4,976-87.3% | $3,919-83.8% | $4,762-86.7% |
| Participant deferral / active EE | $2,240 | $5,910-62.1% | $5,047-55.6% | $5,983-62.6% |
| Admin fee / account holder | $17 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |