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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 | $62,187 | $110,410-43.7% | $102,437-39.3% | $145,897-57.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.56% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $820 | $4,217-80.5% | $3,871-78.8% | $4,663-82.4% |
| Participant deferral / active EE | $7,472 | $5,622+32.9% | $5,060+47.7% | $6,689+11.7% |
| Admin fee / account holder | $247 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |