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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 | $18,051 | $172,111-89.5% | $150,298-88.0% | $137,256-86.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 31.12% | 69.37%-38.3pp | 62.79%-31.7pp | 220.34%-189.2pp |
| Employer contribution / active EE | $482 | $4,636-89.6% | $4,154-88.4% | $4,156-88.4% |
| Participant deferral / active EE | $3,813 | $6,166-38.2% | $5,453-30.1% | $6,407-40.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |