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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 | $92,337 | $110,410-16.4% | $102,437-9.9% | $145,897-36.7% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 12.41% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $451 | $4,217-89.3% | $3,871-88.4% | $4,663-90.3% |
| Participant deferral / active EE | $2,751 | $5,622-51.1% | $5,060-45.6% | $6,689-58.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |