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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 | $60,622 | $201,370-69.9% | $184,256-67.1% | $145,897-58.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 15.13% | 29.05%-13.9pp | 28.85%-13.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $821 | $7,024-88.3% | $6,427-87.2% | $4,663-82.4% |
| Participant deferral / active EE | $5,321 | $9,808-45.7% | $9,133-41.7% | $6,689-20.5% |
| Admin fee / account holder | $237 | $16,364-98.6% | $13,899-98.3% | $13,390-98.2% |