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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 | $161,352-37.4% | $134,172-24.7% | $137,256-26.4% |
| Participation rate | 22.2% | 78.3%-56.1pp | 72.5%-50.2pp | 80.0%-57.7pp |
| Annual return | 12.90% | 28.72%-15.8pp | 25.30%-12.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $585 | $4,099-85.7% | $3,420-82.9% | $4,156-85.9% |
| Participant deferral / active EE | $2,132 | $5,552-61.6% | $4,690-54.6% | $6,407-66.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |