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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 | $74,725 | $126,661-41.0% | $113,397-34.1% | $138,895-46.2% |
| Participation rate | 40.9% | 79.4%-38.5pp | 76.5%-35.6pp | 79.9%-39.0pp |
| Annual return | 11.27% | 25.05%-13.8pp | 23.20%-11.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $769 | $3,456-77.7% | $2,977-74.2% | $4,194-81.7% |
| Participant deferral / active EE | $3,903 | $5,693-31.4% | $5,076-23.1% | $6,396-39.0% |
| Admin fee / account holder | $271 | $14,549-98.1% | $11,957-97.7% | $12,562-97.8% |