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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 | $89,970 | $201,344-55.3% | $184,243-51.2% | $145,877-38.3% |
| Participation rate | 14.3% | 87.5%-73.2pp | 86.8%-72.5pp | 80.3%-66.0pp |
| Annual return | 9.65% | 29.01%-19.4pp | 28.82%-19.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $743 | $7,022-89.4% | $6,427-88.4% | $4,663-84.1% |
| Participant deferral / active EE | $3,343 | $9,807-65.9% | $9,132-63.4% | $6,691-50.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |