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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 | $89,712 | $201,370-55.4% | $184,256-51.3% | $145,897-38.5% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 12.88% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,112 | $7,024-84.2% | $6,427-82.7% | $4,663-76.1% |
| Participant deferral / active EE | $7,022 | $9,808-28.4% | $9,133-23.1% | $6,689+5.0% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,899-99.9% | $13,390-99.9% |