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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 | $49,190 | $185,312-73.5% | $161,489-69.5% | $154,746-68.2% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 36.65% | 103.84%-67.2pp | 89.72%-53.1pp | 172.34%-135.7pp |
| Employer contribution / active EE | $835 | $4,769-82.5% | $4,268-80.4% | $4,379-80.9% |
| Participant deferral / active EE | $3,891 | $6,350-38.7% | $5,630-30.9% | $6,730-42.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |