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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 | $31,692 | $98,240-67.7% | $82,313-61.5% | $147,585-78.5% |
| Participation rate | 47.1% | 79.7%-32.7pp | 76.9%-29.8pp | 82.8%-35.8pp |
| Annual return | 15.77% | 30.85%-15.1pp | 25.88%-10.1pp | 578.58%-562.8pp |
| Employer contribution / active EE | $344 | $3,192-89.2% | $2,428-85.8% | $4,876-92.9% |
| Participant deferral / active EE | $1,905 | $4,383-56.5% | $3,706-48.6% | $5,439-65.0% |
| Admin fee / account holder | $116 | $8,563-98.6% | $5,608-97.9% | $10,886-98.9% |