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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 | $91,945 | $211,288-56.5% | $178,540-48.5% | $145,884-37.0% |
| Participation rate | 36.4% | 80.8%-44.4pp | 77.1%-40.7pp | 80.3%-43.9pp |
| Annual return | 10.70% | 30.27%-19.6pp | 27.15%-16.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $337 | $4,574-92.6% | $3,953-91.5% | $4,662-92.8% |
| Participant deferral / active EE | $1,906 | $6,967-72.6% | $6,281-69.7% | $6,690-71.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |