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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 | $58,665 | $185,312-68.3% | $161,489-63.7% | $154,746-62.1% |
| Participation rate | 18.8% | 82.5%-63.7pp | 78.7%-59.9pp | 80.7%-62.0pp |
| Annual return | 25.26% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $482 | $4,769-89.9% | $4,268-88.7% | $4,379-89.0% |
| Participant deferral / active EE | $2,017 | $6,350-68.2% | $5,630-64.2% | $6,730-70.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |