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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 | $80,211 | $152,592-47.4% | $125,180-35.9% | $152,885-47.5% |
| Participation rate | 30.0% | 83.3%-53.3pp | 79.8%-49.8pp | 82.5%-52.5pp |
| Annual return | 21.76% | 54.84%-33.1pp | 43.79%-22.0pp | 345.39%-323.6pp |
| Employer contribution / active EE | $652 | $4,947-86.8% | $3,866-83.1% | $4,763-86.3% |
| Participant deferral / active EE | $2,471 | $5,868-57.9% | $4,937-50.0% | $5,851-57.8% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |