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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 | $185,312-90.3% | $161,489-88.8% | $154,746-88.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 31.12% | 103.84%-72.7pp | 89.72%-58.6pp | 172.34%-141.2pp |
| Employer contribution / active EE | $482 | $4,769-89.9% | $4,268-88.7% | $4,379-89.0% |
| Participant deferral / active EE | $3,813 | $6,350-40.0% | $5,630-32.3% | $6,730-43.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |