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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 | $77,637 | $93,346-16.8% | $71,796+8.1% | $273,972-71.7% |
| Participation rate | 36.8% | 76.5%-39.7pp | 69.1%-32.3pp | 83.0%-46.2pp |
| Annual return | 9.15% | 130.39%-121.2pp | 78.04%-68.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $260 | $2,733-90.5% | $1,924-86.5% | $4,869-94.7% |
| Participant deferral / active EE | $846 | $3,475-75.6% | $2,794-69.7% | $5,287-84.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |