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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 | $120,575 | $185,830-35.1% | $170,004-29.1% | $139,427-13.5% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 19.12% | 60.52%-41.4pp | 53.39%-34.3pp | 373.27%-354.2pp |
| Employer contribution / active EE | $381 | $7,591-95.0% | $6,786-94.4% | $4,752-92.0% |
| Participant deferral / active EE | $4,767 | $11,622-59.0% | $10,408-54.2% | $6,711-29.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |