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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 | $30,053 | $117,859-74.5% | $102,438-70.7% | $145,959-79.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.40% | 31.72%-15.3pp | 29.37%-13.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $604 | $3,615-83.3% | $3,024-80.0% | $4,661-87.1% |
| Participant deferral / active EE | $5,746 | $5,732+0.2% | $5,054+13.7% | $6,689-14.1% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |