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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 | $71,160 | $148,582-52.1% | $135,942-47.7% | $139,456-49.0% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.1pp |
| Annual return | 19.04% | 79.26%-60.2pp | 68.28%-49.2pp | 373.45%-354.4pp |
| Employer contribution / active EE | $473 | $5,245-91.0% | $4,858-90.3% | $4,753-90.1% |
| Participant deferral / active EE | $2,650 | $8,101-67.3% | $7,759-65.9% | $6,711-60.5% |
| Admin fee / account holder | $73 | $12,402-99.4% | $10,764-99.3% | $11,407-99.4% |