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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 | $46,759 | $110,379-57.6% | $102,412-54.3% | $145,884-67.9% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.93% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $749 | $4,216-82.2% | $3,870-80.6% | $4,662-83.9% |
| Participant deferral / active EE | $2,121 | $5,622-62.3% | $5,060-58.1% | $6,690-68.3% |
| Admin fee / account holder | $21 | $9,745-99.8% | $8,388-99.7% | $13,392-99.8% |