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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 | $33,130 | $110,307-70.0% | $96,576-65.7% | $139,456-76.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 23.07% | 26.40%-3.3pp | 25.87%-2.8pp | 373.45%-350.4pp |
| Employer contribution / active EE | $545 | $3,619-85.0% | $2,965-81.6% | $4,753-88.5% |
| Participant deferral / active EE | $3,678 | $5,547-33.7% | $4,851-24.2% | $6,711-45.2% |
| Admin fee / account holder | $204 | $11,597-98.2% | $8,253-97.5% | $11,407-98.2% |