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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 | $19,924 | $110,379-81.9% | $102,412-80.5% | $145,884-86.3% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 19.46% | 24.84%-5.4pp | 24.94%-5.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $667 | $4,216-84.2% | $3,870-82.8% | $4,662-85.7% |
| Participant deferral / active EE | $2,096 | $5,622-62.7% | $5,060-58.6% | $6,690-68.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |