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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 | $83,546 | $100,147-16.6% | $81,286+2.8% | $145,877-42.7% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 20.50% | 34.44%-13.9pp | 24.80%-4.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $299 | $2,977-90.0% | $2,463-87.9% | $4,663-93.6% |
| Participant deferral / active EE | $5,206 | $4,607+13.0% | $3,883+34.1% | $6,691-22.2% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |