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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 | $87,449 | $183,516-52.3% | $155,534-43.8% | $145,884-40.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 18.37% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,675-81.3% | $4,662-81.2% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |