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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 | $54,775 | $86,298-36.5% | $111,308-50.8% | $85,847-36.2% |
| Participation rate | 44.4% | 73.3%-28.9pp | 77.3%-32.9pp | 69.3%-24.9pp |
| Annual return | 16.59% | 19.99%-3.4pp | 54.67%-38.1pp | 318.61%-302.0pp |
| Employer contribution / active EE | $422 | $2,044-79.4% | $2,732-84.6% | $2,565-83.6% |
| Participant deferral / active EE | $1,915 | $3,641-47.4% | $4,487-57.3% | $3,952-51.5% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |