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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 | $92,366 | $182,442-49.4% | $163,379-43.5% | $138,895-33.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.8%-32.4pp | 79.9%-35.5pp |
| Annual return | 15.36% | 72.74%-57.4pp | 63.41%-48.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,250 | $6,817-52.3% | $6,282-48.3% | $6,396-49.2% |
| Admin fee / account holder | $300 | $10,396-97.1% | $9,818-96.9% | $12,562-97.6% |