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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 | $64,977 | $154,209-57.9% | $130,062-50.0% | $139,487-53.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 18.49% | 32.52%-14.0pp | -137.37%+155.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $879 | $5,292-83.4% | $4,322-79.7% | $4,755-81.5% |
| Participant deferral / active EE | $2,887 | $6,709-57.0% | $5,821-50.4% | $6,713-57.0% |
| Admin fee / account holder | $146 | $13,988-99.0% | $10,601-98.6% | $11,407-98.7% |