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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 | $39,485 | $124,330-68.2% | $109,173-63.8% | $167,536-76.4% |
| Participation rate | 44.4% | 79.5%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 12.77% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $678 | $4,209-83.9% | $3,723-81.8% | $4,839-86.0% |
| Participant deferral / active EE | $2,739 | $5,256-47.9% | $4,654-41.1% | $6,342-56.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |