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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 | $40,102 | $110,379-63.7% | $102,412-60.8% | $145,884-72.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.32% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $624 | $4,216-85.2% | $3,870-83.9% | $4,662-86.6% |
| Participant deferral / active EE | $5,662 | $5,622+0.7% | $5,060+11.9% | $6,690-15.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |