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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 | $83,132 | $172,111-51.7% | $150,298-44.7% | $137,256-39.4% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 12.79% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $373 | $4,636-91.9% | $4,154-91.0% | $4,156-91.0% |
| Participant deferral / active EE | $3,935 | $6,166-36.2% | $5,453-27.8% | $6,407-38.6% |
| Admin fee / account holder | $64 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |