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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 | $94,192 | $127,387-26.1% | $115,038-18.1% | $125,389-24.9% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $639 | $5,166-87.6% | $4,608-86.1% | $4,866-86.9% |
| Participant deferral / active EE | $2,606 | $6,423-59.4% | $6,026-56.8% | $5,352-51.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |