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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 | $20,911 | $156,398-86.6% | $147,318-85.8% | $138,895-84.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 25.84% | 78.75%-52.9pp | 70.43%-44.6pp | 145.39%-119.6pp |
| Employer contribution / active EE | $486 | $4,853-90.0% | $4,593-89.4% | $4,194-88.4% |
| Participant deferral / active EE | $4,067 | $8,237-50.6% | $7,906-48.6% | $6,396-36.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |