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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 | $211,265 | $106,247+98.8% | $96,515+118.9% | $139,466+51.5% |
| Participation rate | 7.1% | 77.8%-70.7pp | 74.3%-67.2pp | 80.3%-73.2pp |
| Annual return | 18.47% | 38.47%-20.0pp | 35.73%-17.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $123 | $4,106-97.0% | $3,740-96.7% | $4,754-97.4% |
| Participant deferral / active EE | $2,143 | $5,456-60.7% | $4,880-56.1% | $6,712-68.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |