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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 | $51,354 | $156,398-67.2% | $147,318-65.1% | $138,895-63.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 12.79% | 78.75%-66.0pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $716 | $4,853-85.3% | $4,593-84.4% | $4,194-82.9% |
| Participant deferral / active EE | $4,197 | $8,237-49.1% | $7,906-46.9% | $6,396-34.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |