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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 | $68,476 | $174,379-60.7% | $152,093-55.0% | $138,895-50.7% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 22.99% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $816 | $4,652-82.5% | $4,175-80.5% | $4,194-80.5% |
| Participant deferral / active EE | $4,064 | $6,159-34.0% | $5,451-25.5% | $6,396-36.5% |
| Admin fee / account holder | $241 | $16,880-98.6% | $14,497-98.3% | $12,562-98.1% |