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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 | $62,582 | $167,533-62.6% | $151,645-58.7% | $134,545-53.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -11.06% | 7.81%-18.9pp | 3.34%-14.4pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,482 | $6,828-78.3% | $6,165-76.0% | $4,742-68.7% |
| Participant deferral / active EE | $10,203 | $8,985+13.6% | $8,363+22.0% | $6,401+59.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |