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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 | $57,328 | $69,248-17.2% | $64,101-10.6% | $139,466-58.9% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 21.92% | 45.95%-24.0pp | 33.72%-11.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $378 | $3,185-88.1% | $2,749-86.3% | $4,754-92.1% |
| Participant deferral / active EE | $2,903 | $4,682-38.0% | $3,881-25.2% | $6,712-56.8% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |