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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 | $17,478 | $148,629-88.2% | $135,982-87.1% | $139,487-87.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 23.06% | 79.33%-56.3pp | 68.32%-45.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $472 | $5,247-91.0% | $4,859-90.3% | $4,755-90.1% |
| Participant deferral / active EE | $2,753 | $8,102-66.0% | $7,760-64.5% | $6,713-59.0% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,407-99.5% |