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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 | $22,294 | $111,814-80.1% | $103,378-78.4% | $145,978-84.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 25.96% | 24.80%+1.2pp | 24.91%+1.1pp | 550.52%-524.6pp |
| Employer contribution / active EE | $248 | $4,215-94.1% | $3,870-93.6% | $4,662-94.7% |
| Participant deferral / active EE | $1,713 | $5,618-69.5% | $5,058-66.1% | $6,690-74.4% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |