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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 | $60,279 | $83,337-27.7% | $67,834-11.1% | $273,972-78.0% |
| Participation rate | 18.2% | 76.4%-58.3pp | 68.8%-50.6pp | 83.0%-64.8pp |
| Annual return | 13.47% | 259.45%-246.0pp | 138.47%-125.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $371 | $3,287-88.7% | $2,403-84.6% | $4,869-92.4% |
| Participant deferral / active EE | $2,255 | $4,088-44.8% | $3,160-28.6% | $5,287-57.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |