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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 | $68,948 | $116,203-40.7% | $93,621-26.4% | $152,909-54.9% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.8%-10.8pp | 82.5%-17.5pp |
| Annual return | 22.84% | 35.96%-13.1pp | 32.76%-9.9pp | 345.46%-322.6pp |
| Employer contribution / active EE | $110 | $3,219-96.6% | $2,719-96.0% | $4,764-97.7% |
| Participant deferral / active EE | $2,389 | $4,605-48.1% | $4,070-41.3% | $5,851-59.2% |
| Admin fee / account holder | $111 | $10,751-99.0% | $7,890-98.6% | $11,601-99.0% |