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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 | $13,789 | $174,379-92.1% | $152,093-90.9% | $138,895-90.1% |
| Participation rate | 65.0% | 81.6%-16.6pp | 77.8%-12.8pp | 79.9%-14.9pp |
| Annual return | 14.78% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $871 | $4,652-81.3% | $4,175-79.1% | $4,194-79.2% |
| Participant deferral / active EE | $1,769 | $6,159-71.3% | $5,451-67.6% | $6,396-72.3% |
| Admin fee / account holder | $9 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |