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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 | $63,233 | $142,430-55.6% | $115,170-45.1% | $152,897-58.6% |
| Participation rate | 22.2% | 82.4%-60.1pp | 75.9%-53.7pp | 82.5%-60.2pp |
| Annual return | 12.78% | 41.48%-28.7pp | 35.60%-22.8pp | 345.43%-332.6pp |
| Employer contribution / active EE | $720 | $4,011-82.1% | $3,179-77.4% | $4,764-84.9% |
| Participant deferral / active EE | $1,811 | $5,165-64.9% | $4,169-56.6% | $5,851-69.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |