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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 | $58,438 | $185,312-68.5% | $161,489-63.8% | $154,746-62.2% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 20.39% | 103.84%-83.5pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $917 | $4,769-80.8% | $4,268-78.5% | $4,379-79.1% |
| Participant deferral / active EE | $4,663 | $6,350-26.6% | $5,630-17.2% | $6,730-30.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |