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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 | $22,896 | $183,592-87.5% | $155,574-85.3% | $145,877-84.3% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 24.61% | 61.37%-36.8pp | 64.87%-40.3pp | 551.28%-526.7pp |
| Employer contribution / active EE | $855 | $5,317-83.9% | $4,676-81.7% | $4,663-81.7% |
| Participant deferral / active EE | $4,116 | $6,466-36.3% | $5,629-26.9% | $6,691-38.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |