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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 | $124,980-37.4% | $108,359-27.8% | $154,746-49.5% |
| Participation rate | 15.4% | 75.2%-59.8pp | 70.1%-54.7pp | 80.7%-65.3pp |
| Annual return | 19.23% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $195 | $2,851-93.2% | $2,399-91.9% | $4,379-95.5% |
| Participant deferral / active EE | $3,552 | $4,743-25.1% | $4,137-14.1% | $6,730-47.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |