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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 | $22,294 | $110,337-79.8% | $102,383-78.2% | $145,877-84.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 25.96% | 24.83%+1.1pp | 24.94%+1.0pp | 551.28%-525.3pp |
| Employer contribution / active EE | $248 | $4,216-94.1% | $3,870-93.6% | $4,663-94.7% |
| Participant deferral / active EE | $1,713 | $5,621-69.5% | $5,060-66.1% | $6,691-74.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |