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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 | $58,171 | $149,778-61.2% | $118,946-51.1% | $158,950-63.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 20.33% | 19.95%+0.4pp | 35.89%-15.6pp | 302.91%-282.6pp |
| Employer contribution / active EE | $379 | $4,117-90.8% | $3,263-88.4% | $4,762-92.0% |
| Participant deferral / active EE | $5,670 | $5,225+8.5% | $4,266+32.9% | $5,983-5.2% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |