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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 | $16,551 | $110,337-85.0% | $102,383-83.8% | $145,877-88.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 17.83% | 24.83%-7.0pp | 24.94%-7.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $806 | $4,216-80.9% | $3,870-79.2% | $4,663-82.7% |
| Participant deferral / active EE | $1,773 | $5,621-68.5% | $5,060-65.0% | $6,691-73.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |