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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 | $66,376 | $47,848+38.7% | $81,473-18.5% | $70,126-5.3% |
| Participation rate | 4.1% | 58.3%-54.2pp | 68.0%-63.9pp | 69.5%-65.5pp |
| Annual return | 26.01% | 27.25%-1.2pp | 38.78%-12.8pp | 73.15%-47.1pp |
| Employer contribution / active EE | $78 | $1,527-94.9% | $2,568-96.9% | $2,343-96.7% |
| Participant deferral / active EE | $735 | $2,453-70.0% | $3,537-79.2% | $3,332-77.9% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |