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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 | $55,565 | $46,877+18.5% | $122,342-54.6% | $70,131-20.8% |
| Participation rate | 12.0% | 58.2%-46.2pp | 71.6%-59.6pp | 69.5%-57.5pp |
| Annual return | 17.56% | 24.22%-6.7pp | 30.28%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $174 | $1,288-86.5% | $4,051-95.7% | $2,342-92.6% |
| Participant deferral / active EE | $1,184 | $2,167-45.4% | $3,287-64.0% | $3,332-64.5% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,478-100.0% | $4,645-100.0% |