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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 | $72,985 | $106,267-31.3% | $96,520-24.4% | $139,456-47.7% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 23.05% | 38.45%-15.4pp | 35.72%-12.7pp | 373.45%-350.4pp |
| Employer contribution / active EE | $115 | $4,105-97.2% | $3,739-96.9% | $4,753-97.6% |
| Participant deferral / active EE | $3,600 | $5,454-34.0% | $4,879-26.2% | $6,711-46.4% |
| Admin fee / account holder | $265 | $7,882-96.6% | $6,733-96.1% | $11,407-97.7% |