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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 | $101,064 | $177,156-43.0% | $147,027-31.3% | $154,746-34.7% |
| Participation rate | 22.2% | 79.4%-57.1pp | 73.7%-51.5pp | 80.7%-58.5pp |
| Annual return | 12.90% | 21.94%-9.0pp | 20.23%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $585 | $4,336-86.5% | $3,626-83.9% | $4,379-86.6% |
| Participant deferral / active EE | $2,132 | $5,797-63.2% | $4,933-56.8% | $6,730-68.3% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |