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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 | $107,895 | $177,595-39.2% | $148,496-27.3% | $198,609-45.7% |
| Participation rate | 33.3% | 79.3%-45.9pp | 76.0%-42.7pp | 82.4%-49.0pp |
| Annual return | 8.82% | 9.97%-1.1pp | 12.33%-3.5pp | 202.70%-193.9pp |
| Employer contribution / active EE | $616 | $4,098-85.0% | $3,497-82.4% | $5,055-87.8% |
| Participant deferral / active EE | $3,892 | $5,539-29.7% | $4,808-19.1% | $6,977-44.2% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |