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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 | $44,607 | $162,812-72.6% | $133,971-66.7% | $158,966-71.9% |
| Participation rate | 27.8% | 83.2%-55.4pp | 79.8%-52.1pp | 82.0%-54.2pp |
| Annual return | 23.45% | 41.94%-18.5pp | 45.09%-21.6pp | 302.95%-279.5pp |
| Employer contribution / active EE | $444 | $4,976-91.1% | $3,919-88.7% | $4,762-90.7% |
| Participant deferral / active EE | $2,955 | $5,910-50.0% | $5,047-41.5% | $5,983-50.6% |
| Admin fee / account holder | $87 | $11,741-99.3% | $8,929-99.0% | $11,250-99.2% |