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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 | $52,523 | $227,399-76.9% | $189,758-72.3% | $198,609-73.6% |
| Participation rate | 52.2% | 84.0%-31.8pp | 79.8%-27.6pp | 82.4%-30.2pp |
| Annual return | 17.62% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.1pp |
| Employer contribution / active EE | $775 | $5,526-86.0% | $4,767-83.7% | $5,055-84.7% |
| Participant deferral / active EE | $3,307 | $6,837-51.6% | $5,856-43.5% | $6,977-52.6% |
| Admin fee / account holder | $196 | $25,162-99.2% | $20,388-99.0% | $19,030-99.0% |