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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 | $81,872 | $103,392-20.8% | $87,104-6.0% | $152,897-46.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 21.72% | 28.10%-6.4pp | 28.19%-6.5pp | 345.43%-323.7pp |
| Employer contribution / active EE | $383 | $3,221-88.1% | $2,521-84.8% | $4,764-92.0% |
| Participant deferral / active EE | $1,775 | $4,778-62.9% | $4,048-56.2% | $5,851-69.7% |
| Admin fee / account holder | $170 | $12,194-98.6% | $7,491-97.7% | $11,599-98.5% |