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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 | $34,935 | $106,247-67.1% | $96,515-63.8% | $139,466-75.0% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 16.90% | 38.47%-21.6pp | 35.73%-18.8pp | 373.66%-356.8pp |
| Employer contribution / active EE | $328 | $4,106-92.0% | $3,740-91.2% | $4,754-93.1% |
| Participant deferral / active EE | $2,404 | $5,456-55.9% | $4,880-50.7% | $6,712-64.2% |
| Admin fee / account holder | $72 | $7,885-99.1% | $6,735-98.9% | $11,409-99.4% |