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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 | $96,303 | $124,980-22.9% | $108,359-11.1% | $154,746-37.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 15.18% | 45.00%-29.8pp | 36.89%-21.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $340 | $2,851-88.1% | $2,399-85.8% | $4,379-92.2% |
| Participant deferral / active EE | $3,044 | $4,743-35.8% | $4,137-26.4% | $6,730-54.8% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |