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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 | $64,594 | $211,239-69.4% | $178,528-63.8% | $145,877-55.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 17.33% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $564 | $4,570-87.7% | $3,950-85.7% | $4,663-87.9% |
| Participant deferral / active EE | $5,121 | $6,963-26.5% | $6,278-18.4% | $6,691-23.5% |
| Admin fee / account holder | $294 | $12,095-97.6% | $10,419-97.2% | $13,402-97.8% |