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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 | $55,577 | $211,288-73.7% | $178,540-68.9% | $145,884-61.9% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 21.75% | 30.27%-8.5pp | 27.15%-5.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $227 | $4,574-95.0% | $3,953-94.3% | $4,662-95.1% |
| Participant deferral / active EE | $3,927 | $6,967-43.6% | $6,281-37.5% | $6,690-41.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |