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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 | $76,388 | $88,672-13.9% | $105,223-27.4% | $82,448-7.4% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 15.72% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $467 | $3,048-84.7% | $3,689-87.3% | $2,551-81.7% |
| Participant deferral / active EE | $1,924 | $4,036-52.3% | $5,072-62.1% | $4,139-53.5% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |