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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 | $71,604 | $112,729-36.5% | $98,716-27.5% | $137,256-47.8% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.3%-52.6pp | 80.0%-63.3pp |
| Annual return | 19.88% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $260 | $2,725-90.5% | $2,279-88.6% | $4,156-93.7% |
| Participant deferral / active EE | $1,300 | $4,640-72.0% | $4,048-67.9% | $6,407-79.7% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |