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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 | $75,198 | $162,812-53.8% | $133,971-43.9% | $158,966-52.7% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 8.85% | 41.94%-33.1pp | 45.09%-36.2pp | 302.95%-294.1pp |
| Employer contribution / active EE | $900 | $4,976-81.9% | $3,919-77.0% | $4,762-81.1% |
| Participant deferral / active EE | $2,622 | $5,910-55.6% | $5,047-48.1% | $5,983-56.2% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |