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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 | $107,895 | $139,948-22.9% | $121,663-11.3% | $154,746-30.3% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 8.82% | 230.52%-221.7pp | 147.54%-138.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $616 | $3,521-82.5% | $3,020-79.6% | $4,379-85.9% |
| Participant deferral / active EE | $3,892 | $5,629-30.9% | $4,887-20.4% | $6,730-42.2% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |