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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 | $60,736 | $103,387-41.3% | $87,102-30.3% | $152,885-60.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 14.51% | 28.10%-13.6pp | 28.19%-13.7pp | 345.39%-330.9pp |
| Employer contribution / active EE | $329 | $3,221-89.8% | $2,521-87.0% | $4,763-93.1% |
| Participant deferral / active EE | $1,651 | $4,778-65.4% | $4,048-59.2% | $5,851-71.8% |
| Admin fee / account holder | $13 | $12,193-99.9% | $7,491-99.8% | $11,598-99.9% |