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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 | $87,060 | $124,351-30.0% | $109,188-20.3% | $167,553-48.0% |
| Participation rate | 47.1% | 79.4%-32.4pp | 75.9%-28.8pp | 82.1%-35.1pp |
| Annual return | 11.99% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $340 | $4,210-91.9% | $3,723-90.9% | $4,840-93.0% |
| Participant deferral / active EE | $1,599 | $5,257-69.6% | $4,654-65.6% | $6,343-74.8% |
| Admin fee / account holder | $14 | $7,975-99.8% | $6,755-99.8% | $12,316-99.9% |