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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 | $56,352 | $149,679-62.4% | $117,039-51.9% | $147,585-61.8% |
| Participation rate | 44.4% | 83.5%-39.0pp | 77.2%-32.7pp | 82.8%-38.4pp |
| Annual return | 24.17% | 19.31%+4.9pp | 18.95%+5.2pp | 578.58%-554.4pp |
| Employer contribution / active EE | $725 | $4,937-85.3% | $3,785-80.8% | $4,876-85.1% |
| Participant deferral / active EE | $4,892 | $4,912-0.4% | $3,929+24.5% | $5,439-10.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |