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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 | $26,072 | $77,707-66.4% | $70,161-62.8% | $139,456-81.3% |
| Participation rate | 45.5% | 83.1%-37.7pp | 78.8%-33.4pp | 80.3%-34.9pp |
| Annual return | 21.76% | 19.30%+2.5pp | 19.08%+2.7pp | 373.45%-351.7pp |
| Employer contribution / active EE | $1,134 | $4,986-77.3% | $4,285-73.5% | $4,753-76.1% |
| Participant deferral / active EE | $1,711 | $6,443-73.4% | $5,394-68.3% | $6,711-74.5% |
| Admin fee / account holder | $30 | $5,397-99.4% | $4,581-99.3% | $11,407-99.7% |