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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 | $84,140 | $112,729-25.4% | $98,716-14.8% | $137,256-38.7% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.3%-45.8pp | 80.0%-56.4pp |
| Annual return | 12.30% | 38.48%-26.2pp | 31.81%-19.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,710 | $4,640-63.1% | $4,048-57.7% | $6,407-73.3% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |