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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 | $62,746 | $174,379-64.0% | $152,093-58.7% | $138,895-54.8% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 17.44% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $882 | $4,652-81.0% | $4,175-78.9% | $4,194-79.0% |
| Participant deferral / active EE | $5,260 | $6,159-14.6% | $5,451-3.5% | $6,396-17.8% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |