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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 | $26,592 | $106,280-75.0% | $96,538-72.5% | $139,487-80.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 21.17% | 38.48%-17.3pp | 35.74%-14.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $790 | $4,107-80.8% | $3,740-78.9% | $4,755-83.4% |
| Participant deferral / active EE | $1,976 | $5,457-63.8% | $4,880-59.5% | $6,713-70.6% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |