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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 | $41,405 | $201,372-79.4% | $184,260-77.5% | $145,884-71.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 22.12% | 29.04%-6.9pp | 28.84%-6.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $1,063 | $7,024-84.9% | $6,427-83.5% | $4,662-77.2% |
| Participant deferral / active EE | $14,212 | $9,808+44.9% | $9,133+55.6% | $6,690+112.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |