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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 | $112,729-44.8% | $98,716-37.0% | $137,256-54.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 11.93% | 38.48%-26.6pp | 31.81%-19.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $234 | $2,725-91.4% | $2,279-89.7% | $4,156-94.4% |
| Participant deferral / active EE | $2,147 | $4,640-53.7% | $4,048-47.0% | $6,407-66.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |