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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 | $82,920 | $105,284-21.2% | $150,734-45.0% | $94,015-11.8% |
| Participation rate | 45.2% | 71.7%-26.6pp | 78.4%-33.3pp | 70.8%-25.7pp |
| Annual return | 13.19% | 15.67%-2.5pp | 600.81%-587.6pp | 17.84%-4.7pp |
| Employer contribution / active EE | $253 | $3,599-93.0% | $4,918-94.9% | $2,790-90.9% |
| Participant deferral / active EE | $3,479 | $4,274-18.6% | $5,610-38.0% | $4,249-18.1% |
| Admin fee / account holder | $217 | $9,839-97.8% | $14,905-98.5% | $8,951-97.6% |