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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 | $25,624 | $65,364-60.8% | $92,909-72.4% | $72,975-64.9% |
| Participation rate | 21.9% | 68.3%-46.4pp | 76.0%-54.1pp | 69.5%-47.6pp |
| Annual return | 33.16% | 42.11%-9.0pp | 109.44%-76.3pp | 81.01%-47.9pp |
| Employer contribution / active EE | $565 | $2,594-78.2% | $3,653-84.5% | $2,440-76.8% |
| Participant deferral / active EE | $1,726 | $3,128-44.8% | $4,238-59.3% | $3,608-52.2% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |