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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 | $68,554 | $65,361+4.9% | $92,903-26.2% | $72,983-6.1% |
| Participation rate | 8.0% | 68.3%-60.3pp | 76.0%-68.0pp | 69.5%-61.5pp |
| Annual return | 21.63% | 42.11%-20.5pp | 109.43%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $335 | $2,594-87.1% | $3,653-90.8% | $2,440-86.3% |
| Participant deferral / active EE | $1,520 | $3,128-51.4% | $4,238-64.1% | $3,608-57.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |