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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 | $54,800 | $183,627-70.2% | $155,602-64.8% | $145,978-62.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 13.08% | 61.32%-48.2pp | 64.81%-51.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $850 | $5,316-84.0% | $4,675-81.8% | $4,662-81.8% |
| Participant deferral / active EE | $3,117 | $6,466-51.8% | $5,629-44.6% | $6,690-53.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |