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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 | $59,066 | $154,228-61.7% | $145,433-59.4% | $137,256-57.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 21.20% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $606 | $4,804-87.4% | $4,554-86.7% | $4,156-85.4% |
| Participant deferral / active EE | $6,100 | $8,216-25.8% | $7,897-22.8% | $6,407-4.8% |
| Admin fee / account holder | $232 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |