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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 | $67,193 | $110,337-39.1% | $102,383-34.4% | $145,877-53.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 15.38% | 24.83%-9.5pp | 24.94%-9.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $620 | $4,216-85.3% | $3,870-84.0% | $4,663-86.7% |
| Participant deferral / active EE | $2,816 | $5,621-49.9% | $5,060-44.3% | $6,691-57.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |