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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 | $111,814-44.4% | $103,378-39.8% | $145,978-57.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 10.56% | 24.80%-14.2pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $820 | $4,215-80.5% | $3,870-78.8% | $4,662-82.4% |
| Participant deferral / active EE | $7,472 | $5,618+33.0% | $5,058+47.7% | $6,690+11.7% |
| Admin fee / account holder | $247 | $9,764-97.5% | $8,401-97.1% | $13,400-98.2% |