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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 | $105,054 | $211,239-50.3% | $178,528-41.2% | $145,877-28.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.49% | 30.22%-14.7pp | 27.11%-11.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $578 | $4,570-87.4% | $3,950-85.4% | $4,663-87.6% |
| Participant deferral / active EE | $5,730 | $6,963-17.7% | $6,278-8.7% | $6,691-14.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |