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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 | $76,453 | $106,247-28.0% | $96,515-20.8% | $139,466-45.2% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.2pp |
| Annual return | 12.57% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $387 | $4,106-90.6% | $3,740-89.7% | $4,754-91.9% |
| Participant deferral / active EE | $2,141 | $5,456-60.7% | $4,880-56.1% | $6,712-68.1% |
| Admin fee / account holder | $7 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |