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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 | $37,408 | $110,337-66.1% | $102,383-63.5% | $145,877-74.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.17% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $806 | $4,216-80.9% | $3,870-79.2% | $4,663-82.7% |
| Participant deferral / active EE | $2,014 | $5,621-64.2% | $5,060-60.2% | $6,691-69.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |