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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 | $63,194 | $110,379-42.7% | $102,412-38.3% | $145,884-56.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.28% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $745 | $4,216-82.3% | $3,870-80.7% | $4,662-84.0% |
| Participant deferral / active EE | $3,029 | $5,622-46.1% | $5,060-40.1% | $6,690-54.7% |
| Admin fee / account holder | $253 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |