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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 | $27,612 | $113,941-75.8% | $94,229-70.7% | $125,389-78.0% |
| Participation rate | 62.5% | 82.9%-20.4pp | 78.8%-16.3pp | 83.2%-20.7pp |
| Annual return | 6.63% | 5.29%+1.3pp | 10.68%-4.1pp | 282.24%-275.6pp |
| Employer contribution / active EE | $500 | $4,727-89.4% | $3,587-86.1% | $4,866-89.7% |
| Participant deferral / active EE | $1,875 | $5,179-63.8% | $4,320-56.6% | $5,352-65.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |