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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 | $58,103 | $104,251-44.3% | $91,004-36.2% | $147,586-60.6% |
| Participation rate | 22.2% | 78.2%-56.0pp | 75.6%-53.4pp | 82.8%-60.6pp |
| Annual return | 31.49% | 27.06%+4.4pp | 4.60%+26.9pp | 578.59%-547.1pp |
| Employer contribution / active EE | $242 | $3,116-92.2% | $2,456-90.1% | $4,876-95.0% |
| Participant deferral / active EE | $5,333 | $4,195+27.1% | $3,548+50.3% | $5,439-1.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |