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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 | $28,230 | $106,267-73.4% | $96,520-70.8% | $139,456-79.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.56% | 38.45%-25.9pp | 35.72%-23.2pp | 373.45%-360.9pp |
| Employer contribution / active EE | $563 | $4,105-86.3% | $3,739-85.0% | $4,753-88.2% |
| Participant deferral / active EE | $3,239 | $5,454-40.6% | $4,879-33.6% | $6,711-51.7% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |