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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 | $62,175 | $124,980-50.3% | $108,359-42.6% | $154,746-59.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | 11.93% | 45.00%-33.1pp | 36.89%-25.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $234 | $2,851-91.8% | $2,399-90.3% | $4,379-94.7% |
| Participant deferral / active EE | $2,147 | $4,743-54.7% | $4,137-48.1% | $6,730-68.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |