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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 | $69,784 | $157,304-55.6% | $141,197-50.6% | $152,909-54.4% |
| Participation rate | 41.2% | 84.8%-43.6pp | 82.5%-41.3pp | 82.5%-41.3pp |
| Annual return | 28.69% | 64.34%-35.6pp | 71.41%-42.7pp | 345.46%-316.8pp |
| Employer contribution / active EE | $687 | $5,263-86.9% | $4,736-85.5% | $4,764-85.6% |
| Participant deferral / active EE | $2,334 | $7,111-67.2% | $6,710-65.2% | $5,851-60.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |