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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 | $26,389 | $211,288-87.5% | $178,540-85.2% | $145,884-81.9% |
| Participation rate | 58.8% | 80.8%-22.0pp | 77.1%-18.3pp | 80.3%-21.5pp |
| Annual return | 9.12% | 30.27%-21.2pp | 27.15%-18.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $530 | $4,574-88.4% | $3,953-86.6% | $4,662-88.6% |
| Participant deferral / active EE | $2,354 | $6,967-66.2% | $6,281-62.5% | $6,690-64.8% |
| Admin fee / account holder | $10 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |