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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 | $49,751 | $185,312-73.2% | $161,489-69.2% | $154,746-67.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 17.41% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $962 | $4,769-79.8% | $4,268-77.5% | $4,379-78.0% |
| Participant deferral / active EE | $3,010 | $6,350-52.6% | $5,630-46.5% | $6,730-55.3% |
| Admin fee / account holder | $194 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |