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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 | $148,558-88.2% | $135,925-87.1% | $139,427-87.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 23.06% | 79.22%-56.2pp | 68.25%-45.2pp | 373.27%-350.2pp |
| Employer contribution / active EE | $472 | $5,244-91.0% | $4,857-90.3% | $4,752-90.1% |
| Participant deferral / active EE | $2,753 | $8,101-66.0% | $7,759-64.5% | $6,711-59.0% |
| Admin fee / account holder | $58 | $12,401-99.5% | $10,764-99.5% | $11,404-99.5% |