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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 | $76,347 | $162,136-52.9% | $152,301-49.9% | $154,746-50.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.96% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $394 | $4,890-92.0% | $4,624-91.5% | $4,379-91.0% |
| Participant deferral / active EE | $4,880 | $8,341-41.5% | $8,004-39.0% | $6,730-27.5% |
| Admin fee / account holder | $25 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |