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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 | $112,729-14.6% | $98,716-2.4% | $137,256-29.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 15.18% | 38.48%-23.3pp | 31.81%-16.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $340 | $2,725-87.5% | $2,279-85.1% | $4,156-91.8% |
| Participant deferral / active EE | $3,044 | $4,640-34.4% | $4,048-24.8% | $6,407-52.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |