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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 | $45,974 | $103,387-55.5% | $87,102-47.2% | $152,885-69.9% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 15.73% | 28.10%-12.4pp | 28.19%-12.5pp | 345.39%-329.7pp |
| Employer contribution / active EE | $563 | $3,221-82.5% | $2,521-77.7% | $4,763-88.2% |
| Participant deferral / active EE | $2,521 | $4,778-47.2% | $4,048-37.7% | $5,851-56.9% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |