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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 | $12,739 | $174,379-92.7% | $152,093-91.6% | $138,895-90.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 23.66% | 74.86%-51.2pp | 66.36%-42.7pp | 145.39%-121.7pp |
| Employer contribution / active EE | $637 | $4,652-86.3% | $4,175-84.8% | $4,194-84.8% |
| Participant deferral / active EE | $1,924 | $6,159-68.8% | $5,451-64.7% | $6,396-69.9% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |