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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 | $91,803 | $117,846-22.1% | $102,434-10.4% | $145,884-37.1% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 13.63% | 31.90%-18.3pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $835 | $3,615-76.9% | $3,023-72.4% | $4,662-82.1% |
| Participant deferral / active EE | $3,813 | $5,733-33.5% | $5,055-24.6% | $6,690-43.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |