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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 | $43,985 | $110,337-60.1% | $102,383-57.0% | $145,877-69.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 26.15% | 24.83%+1.3pp | 24.94%+1.2pp | 551.28%-525.1pp |
| Employer contribution / active EE | $614 | $4,216-85.4% | $3,870-84.1% | $4,663-86.8% |
| Participant deferral / active EE | $2,247 | $5,621-60.0% | $5,060-55.6% | $6,691-66.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |