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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 | $11,355 | $110,410-89.7% | $102,437-88.9% | $145,897-92.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 19.08% | 24.85%-5.8pp | 24.95%-5.9pp | 552.29%-533.2pp |
| Employer contribution / active EE | $365 | $4,217-91.3% | $3,871-90.6% | $4,663-92.2% |
| Participant deferral / active EE | $4,534 | $5,622-19.3% | $5,060-10.4% | $6,689-32.2% |
| Admin fee / account holder | $5 | $9,745-99.9% | $8,388-99.9% | $13,390-100.0% |