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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 | $60,244 | $97,125-38.0% | $86,233-30.1% | $137,256-56.1% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.0%-51.6pp | 80.0%-62.6pp |
| Annual return | 18.79% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $202 | $2,841-92.9% | $2,504-91.9% | $4,156-95.1% |
| Participant deferral / active EE | $1,455 | $5,180-71.9% | $4,559-68.1% | $6,407-77.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |