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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 | $80,646 | $154,159-47.7% | $130,026-38.0% | $139,456-42.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 18.88% | 32.50%-13.6pp | -137.26%+156.1pp | 373.45%-354.6pp |
| Employer contribution / active EE | $708 | $5,292-86.6% | $4,321-83.6% | $4,753-85.1% |
| Participant deferral / active EE | $5,780 | $6,710-13.9% | $5,821-0.7% | $6,711-13.9% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |