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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 | $49,908 | $183,592-72.8% | $155,574-67.9% | $145,877-65.8% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 23.58% | 61.37%-37.8pp | 64.87%-41.3pp | 551.28%-527.7pp |
| Employer contribution / active EE | $966 | $5,317-81.8% | $4,676-79.3% | $4,663-79.3% |
| Participant deferral / active EE | $5,430 | $6,466-16.0% | $5,629-3.5% | $6,691-18.8% |
| Admin fee / account holder | $60 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |