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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 | $63,258 | $166,089-61.9% | $164,928-61.6% | $145,978-56.7% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 23.10% | 100.26%-77.2pp | 70.08%-47.0pp | 550.52%-527.4pp |
| Employer contribution / active EE | $333 | $5,276-93.7% | $4,343-92.3% | $4,662-92.9% |
| Participant deferral / active EE | $2,668 | $6,961-61.7% | $6,034-55.8% | $6,690-60.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |