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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 | $67,625 | $103,392-34.6% | $87,104-22.4% | $152,897-55.8% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.9%-13.7pp | 82.5%-19.3pp |
| Annual return | 16.40% | 28.10%-11.7pp | 28.19%-11.8pp | 345.43%-329.0pp |
| Employer contribution / active EE | $383 | $3,221-88.1% | $2,521-84.8% | $4,764-92.0% |
| Participant deferral / active EE | $2,669 | $4,778-44.1% | $4,048-34.1% | $5,851-54.4% |
| Admin fee / account holder | $165 | $12,194-98.7% | $7,491-97.8% | $11,599-98.6% |