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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 | $67,289 | $162,812-58.7% | $133,971-49.8% | $158,966-57.7% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | 19.58% | 41.94%-22.4pp | 45.09%-25.5pp | 302.95%-283.4pp |
| Employer contribution / active EE | $499 | $4,976-90.0% | $3,919-87.3% | $4,762-89.5% |
| Participant deferral / active EE | $3,380 | $5,910-42.8% | $5,047-33.0% | $5,983-43.5% |
| Admin fee / account holder | $143 | $11,741-98.8% | $8,929-98.4% | $11,250-98.7% |