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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 | $55,034 | $149,679-63.2% | $117,039-53.0% | $147,586-62.7% |
| Participation rate | 46.2% | 83.5%-37.3pp | 77.2%-31.0pp | 82.8%-36.7pp |
| Annual return | 16.67% | 19.31%-2.6pp | 18.95%-2.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $780 | $4,937-84.2% | $3,785-79.4% | $4,876-84.0% |
| Participant deferral / active EE | $2,091 | $4,912-57.4% | $3,929-46.8% | $5,439-61.6% |
| Admin fee / account holder | $236 | $7,856-97.0% | $5,974-96.0% | $10,886-97.8% |