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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 | $41,995 | $110,337-61.9% | $102,383-59.0% | $145,877-71.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.21% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $455 | $4,216-89.2% | $3,870-88.2% | $4,663-90.2% |
| Participant deferral / active EE | $2,600 | $5,621-53.7% | $5,060-48.6% | $6,691-61.1% |
| Admin fee / account holder | $169 | $9,750-98.3% | $8,391-98.0% | $13,402-98.7% |