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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 | $33,434 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 11.17% | 61.43%-50.3pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $707 | $5,315-86.7% | $4,675-84.9% | $4,662-84.8% |
| Participant deferral / active EE | $3,306 | $6,467-48.9% | $5,630-41.3% | $6,690-50.6% |
| Admin fee / account holder | $114 | $19,293-99.4% | $15,900-99.3% | $13,392-99.2% |