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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 | $181,062-67.7% | $158,223-63.1% | $155,188-62.3% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 20.39% | 57.39%-37.0pp | 52.09%-31.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $917 | $4,565-79.9% | $4,109-77.7% | $4,248-78.4% |
| Participant deferral / active EE | $4,663 | $6,134-24.0% | $5,467-14.7% | $6,531-28.6% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |