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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 | $33,205 | $124,351-73.3% | $109,188-69.6% | $167,553-80.2% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.9%-55.9pp | 82.1%-62.1pp |
| Annual return | 15.74% | 26.04%-10.3pp | 25.76%-10.0pp | 478.89%-463.1pp |
| Employer contribution / active EE | $619 | $4,210-85.3% | $3,723-83.4% | $4,840-87.2% |
| Participant deferral / active EE | $2,255 | $5,257-57.1% | $4,654-51.5% | $6,343-64.4% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |