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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 | $41,263 | $110,410-62.6% | $102,437-59.7% | $145,897-71.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 12.69% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $835 | $4,217-80.2% | $3,871-78.4% | $4,663-82.1% |
| Participant deferral / active EE | $2,687 | $5,622-52.2% | $5,060-46.9% | $6,689-59.8% |
| Admin fee / account holder | $25 | $9,745-99.7% | $8,388-99.7% | $13,390-99.8% |