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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 | $27,498 | $106,267-74.1% | $96,520-71.5% | $139,456-80.3% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 24.53% | 38.45%-13.9pp | 35.72%-11.2pp | 373.45%-348.9pp |
| Employer contribution / active EE | $733 | $4,105-82.1% | $3,739-80.4% | $4,753-84.6% |
| Participant deferral / active EE | $3,569 | $5,454-34.6% | $4,879-26.8% | $6,711-46.8% |
| Admin fee / account holder | $88 | $7,882-98.9% | $6,733-98.7% | $11,407-99.2% |