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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 | $70,024 | $212,777-67.1% | $173,703-59.7% | $198,609-64.7% |
| Participation rate | 37.5% | 81.1%-43.6pp | 75.9%-38.4pp | 82.4%-44.9pp |
| Annual return | 11.72% | 18.82%-7.1pp | 17.46%-5.7pp | 202.70%-191.0pp |
| Employer contribution / active EE | $821 | $5,214-84.3% | $4,288-80.9% | $5,055-83.8% |
| Participant deferral / active EE | $3,222 | $5,697-43.4% | $4,854-33.6% | $6,977-53.8% |
| Admin fee / account holder | $263 | $19,536-98.7% | $15,562-98.3% | $19,030-98.6% |