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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 | $84,526 | $111,814-24.4% | $103,374-18.2% | $145,959-42.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 12.88% | 24.77%-11.9pp | 24.89%-12.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $612 | $4,214-85.5% | $3,869-84.2% | $4,661-86.9% |
| Participant deferral / active EE | $4,093 | $5,618-27.2% | $5,058-19.1% | $6,689-38.8% |
| Admin fee / account holder | $4 | $9,754-100.0% | $8,394-99.9% | $13,398-100.0% |