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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 | $36,750 | $149,679-75.4% | $117,039-68.6% | $147,586-75.1% |
| Participation rate | 40.0% | 83.5%-43.5pp | 77.2%-37.2pp | 82.8%-42.8pp |
| Annual return | 10.25% | 19.31%-9.1pp | 18.95%-8.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $782 | $4,937-84.2% | $3,785-79.3% | $4,876-84.0% |
| Participant deferral / active EE | $1,909 | $4,912-61.1% | $3,929-51.4% | $5,439-64.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |