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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 | $31,049 | $154,228-79.9% | $145,433-78.7% | $137,256-77.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.24% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $300 | $4,804-93.8% | $4,554-93.4% | $4,156-92.8% |
| Participant deferral / active EE | $3,824 | $8,216-53.5% | $7,897-51.6% | $6,407-40.3% |
| Admin fee / account holder | $229 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |