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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 | $69,859 | $162,785-57.1% | $133,959-47.9% | $158,950-56.0% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 36.67% | 41.94%-5.3pp | 45.09%-8.4pp | 302.91%-266.2pp |
| Employer contribution / active EE | $799 | $4,975-83.9% | $3,919-79.6% | $4,762-83.2% |
| Participant deferral / active EE | $4,710 | $5,910-20.3% | $5,047-6.7% | $5,983-21.3% |
| Admin fee / account holder | $258 | $11,738-97.8% | $8,928-97.1% | $11,248-97.7% |