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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 | $103,610 | $140,592-26.3% | $123,105-15.8% | $125,389-17.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 4.32% | 16.80%-12.5pp | 13.22%-8.9pp | 282.24%-277.9pp |
| Employer contribution / active EE | $1,204 | $6,041-80.1% | $5,151-76.6% | $4,866-75.3% |
| Participant deferral / active EE | $2,725 | $6,980-61.0% | $6,229-56.3% | $5,352-49.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |