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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 | $38,962 | $110,379-64.7% | $102,412-62.0% | $145,884-73.3% |
| Participation rate | 7.7% | 77.9%-70.2pp | 74.5%-66.8pp | 80.3%-72.6pp |
| Annual return | 18.95% | 24.84%-5.9pp | 24.94%-6.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $370 | $4,216-91.2% | $3,870-90.4% | $4,662-92.1% |
| Participant deferral / active EE | $1,624 | $5,622-71.1% | $5,060-67.9% | $6,690-75.7% |
| Admin fee / account holder | $149 | $9,745-98.5% | $8,388-98.2% | $13,392-98.9% |