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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 | $80,646 | $110,379-26.9% | $102,412-21.3% | $145,884-44.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 12.86% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $245 | $4,216-94.2% | $3,870-93.7% | $4,662-94.7% |
| Participant deferral / active EE | $4,703 | $5,622-16.3% | $5,060-7.1% | $6,690-29.7% |
| Admin fee / account holder | $40 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |