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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 | $63,397 | $174,379-63.6% | $152,093-58.3% | $138,895-54.4% |
| Participation rate | 12.5% | 81.6%-69.1pp | 77.8%-65.3pp | 79.9%-67.4pp |
| Annual return | 27.79% | 74.86%-47.1pp | 66.36%-38.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $800 | $4,652-82.8% | $4,175-80.8% | $4,194-80.9% |
| Participant deferral / active EE | $1,730 | $6,159-71.9% | $5,451-68.3% | $6,396-73.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |