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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 | $68,095 | $124,980-45.5% | $108,359-37.2% | $154,746-56.0% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 25.40% | 45.00%-19.6pp | 36.89%-11.5pp | 172.34%-146.9pp |
| Employer contribution / active EE | $461 | $2,851-83.8% | $2,399-80.8% | $4,379-89.5% |
| Participant deferral / active EE | $3,358 | $4,743-29.2% | $4,137-18.8% | $6,730-50.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |