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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 | $72,620 | $73,978-1.8% | $96,515-24.8% | $75,173-3.4% |
| Participation rate | 17.3% | 66.4%-49.1pp | 74.3%-57.0pp | 67.2%-49.9pp |
| Annual return | 23.48% | 26.72%-3.2pp | 35.73%-12.2pp | 160.72%-137.2pp |
| Employer contribution / active EE | $702 | $2,931-76.0% | $3,740-81.2% | $2,671-73.7% |
| Participant deferral / active EE | $2,150 | $3,660-41.3% | $4,880-55.9% | $4,126-47.9% |
| Admin fee / account holder | $106 | $5,219-98.0% | $6,735-98.4% | $5,651-98.1% |