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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 | $67,958 | $124,314-45.3% | $109,163-37.7% | $167,518-59.4% |
| Participation rate | 42.1% | 79.4%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 11.35% | 26.04%-14.7pp | 25.75%-14.4pp | 478.71%-467.4pp |
| Employer contribution / active EE | $658 | $4,209-84.4% | $3,723-82.3% | $4,838-86.4% |
| Participant deferral / active EE | $1,765 | $5,256-66.4% | $4,654-62.1% | $6,342-72.2% |
| Admin fee / account holder | $6 | $7,973-99.9% | $6,754-99.9% | $12,312-100.0% |