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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 | $103,282 | $83,908+23.1% | $68,509+50.8% | $125,388-17.6% |
| Participation rate | 42.9% | 78.2%-35.3pp | 74.7%-31.9pp | 83.2%-40.3pp |
| Annual return | 0.71% | 14.48%-13.8pp | 8.27%-7.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $203 | $3,031-93.3% | $2,278-91.1% | $4,866-95.8% |
| Participant deferral / active EE | $1,860 | $4,125-54.9% | $3,382-45.0% | $5,352-65.3% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |