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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 | $78,336 | $104,709-25.2% | $85,705-8.6% | $167,553-53.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 23.17% | 21.45%+1.7pp | 21.49%+1.7pp | 478.89%-455.7pp |
| Employer contribution / active EE | $396 | $3,338-88.1% | $2,619-84.9% | $4,840-91.8% |
| Participant deferral / active EE | $1,583 | $4,827-67.2% | $3,924-59.7% | $6,343-75.0% |
| Admin fee / account holder | $0 | $10,036-100.0% | $6,877-100.0% | $12,316-100.0% |