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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 | $57,347 | $51,638+11.1% | $129,406-55.7% | $80,959-29.2% |
| Participation rate | 4.5% | 56.9%-52.5pp | 69.6%-65.2pp | 67.7%-63.2pp |
| Annual return | 13.53% | 20.78%-7.3pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $212 | $1,584-86.6% | $4,155-94.9% | $2,757-92.3% |
| Participant deferral / active EE | $768 | $2,670-71.2% | $4,167-81.6% | $4,300-82.1% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |