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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 | $220,322 | $110,337+99.7% | $102,383+115.2% | $145,877+51.0% |
| Participation rate | 6.7% | 77.9%-71.3pp | 74.5%-67.8pp | 80.3%-73.6pp |
| Annual return | 23.02% | 24.83%-1.8pp | 24.94%-1.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $277 | $4,216-93.4% | $3,870-92.8% | $4,663-94.1% |
| Participant deferral / active EE | $1,533 | $5,621-72.7% | $5,060-69.7% | $6,691-77.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |