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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 | $62,619 | $136,860-54.2% | $120,344-48.0% | $154,746-59.5% |
| Participation rate | 38.1% | 79.9%-41.8pp | 76.7%-38.6pp | 80.7%-42.6pp |
| Annual return | 18.57% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $653 | $3,533-81.5% | $3,020-78.4% | $4,379-85.1% |
| Participant deferral / active EE | $3,157 | $5,793-45.5% | $5,135-38.5% | $6,730-53.1% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |