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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 | $78,584 | $111,535-29.5% | $105,223-25.3% | $137,256-42.7% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 23.56% | 237.85%-214.3pp | 180.65%-157.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $712 | $3,939-81.9% | $3,689-80.7% | $4,156-82.9% |
| Participant deferral / active EE | $2,913 | $5,500-47.0% | $5,072-42.6% | $6,407-54.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |