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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 | $21,714 | $110,410-80.3% | $102,437-78.8% | $145,897-85.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 18.57% | 24.85%-6.3pp | 24.95%-6.4pp | 552.29%-533.7pp |
| Employer contribution / active EE | $332 | $4,217-92.1% | $3,871-91.4% | $4,663-92.9% |
| Participant deferral / active EE | $3,136 | $5,622-44.2% | $5,060-38.0% | $6,689-53.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |