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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 | $84,907 | $106,267-20.1% | $96,520-12.0% | $139,456-39.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.81% | 38.45%-17.6pp | 35.72%-14.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $370 | $4,105-91.0% | $3,739-90.1% | $4,753-92.2% |
| Participant deferral / active EE | $13,356 | $5,454+144.9% | $4,879+173.8% | $6,711+99.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |