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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 | $55,598 | $154,228-64.0% | $145,433-61.8% | $137,256-59.5% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 22.66% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $700 | $4,804-85.4% | $4,554-84.6% | $4,156-83.2% |
| Participant deferral / active EE | $8,086 | $8,216-1.6% | $7,897+2.4% | $6,407+26.2% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |