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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 | $91,331 | $172,111-46.9% | $150,298-39.2% | $137,256-33.5% |
| Participation rate | 19.0% | 81.7%-62.7pp | 77.8%-58.7pp | 80.0%-60.9pp |
| Annual return | 16.04% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $364 | $4,636-92.1% | $4,154-91.2% | $4,156-91.2% |
| Participant deferral / active EE | $1,885 | $6,166-69.4% | $5,453-65.4% | $6,407-70.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |