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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 | $55,749 | $111,814-50.1% | $103,374-46.1% | $145,959-61.8% |
| Participation rate | 34.8% | 77.9%-43.2pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $769 | $4,214-81.8% | $3,869-80.1% | $4,661-83.5% |
| Participant deferral / active EE | $2,361 | $5,618-58.0% | $5,058-53.3% | $6,689-64.7% |
| Admin fee / account holder | $5 | $9,754-99.9% | $8,394-99.9% | $13,398-100.0% |