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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 | $112,218 | $124,330-9.7% | $109,173+2.8% | $167,536-33.0% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 12.39% | 26.04%-13.7pp | 25.75%-13.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $561 | $4,209-86.7% | $3,723-84.9% | $4,839-88.4% |
| Participant deferral / active EE | $1,983 | $5,256-62.3% | $4,654-57.4% | $6,342-68.7% |
| Admin fee / account holder | $12 | $7,974-99.9% | $6,755-99.8% | $12,315-99.9% |