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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 | $95,871 | $110,410-13.2% | $102,437-6.4% | $145,897-34.3% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $851 | $4,217-79.8% | $3,871-78.0% | $4,663-81.7% |
| Participant deferral / active EE | $1,544 | $5,622-72.5% | $5,060-69.5% | $6,689-76.9% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |