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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 | $79,151 | $101,795-22.2% | $165,100-52.1% | $80,959-2.2% |
| Participation rate | 14.9% | 71.8%-56.9pp | 78.6%-63.7pp | 67.7%-52.8pp |
| Annual return | 16.38% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $455 | $2,954-84.6% | $4,348-89.5% | $2,757-83.5% |
| Participant deferral / active EE | $2,354 | $4,476-47.4% | $6,035-61.0% | $4,300-45.3% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |