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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 | $77,529 | $85,094-8.9% | $76,327+1.6% | $145,877-46.9% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 12.96% | 13.13%-0.2pp | 13.79%-0.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $484 | $5,261-90.8% | $4,584-89.4% | $4,663-89.6% |
| Participant deferral / active EE | $3,337 | $6,390-47.8% | $5,478-39.1% | $6,691-50.1% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,402-100.0% |