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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 | $63,815 | $178,174-64.2% | $156,181-59.1% | $137,256-53.5% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.8%-37.2pp | 80.0%-38.3pp |
| Annual return | 12.07% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $924 | $4,972-81.4% | $4,294-78.5% | $4,156-77.8% |
| Participant deferral / active EE | $4,718 | $6,888-31.5% | $6,132-23.1% | $6,407-26.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |