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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 | $74,177 | $157,304-52.8% | $141,197-47.5% | $152,909-51.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.67% | 64.34%-40.7pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $327 | $5,263-93.8% | $4,736-93.1% | $4,764-93.1% |
| Participant deferral / active EE | $3,265 | $7,111-54.1% | $6,710-51.3% | $5,851-44.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |