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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 | $78,184 | $112,729-30.6% | $98,716-20.8% | $137,256-43.0% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.3%-53.9pp | 80.0%-64.6pp |
| Annual return | 19.23% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $195 | $2,725-92.8% | $2,279-91.4% | $4,156-95.3% |
| Participant deferral / active EE | $3,552 | $4,640-23.5% | $4,048-12.3% | $6,407-44.6% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |