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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 | $29,979 | $154,193-80.6% | $130,045-76.9% | $139,466-78.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 16.79% | 32.51%-15.7pp | -137.30%+154.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $594 | $5,292-88.8% | $4,321-86.3% | $4,754-87.5% |
| Participant deferral / active EE | $2,917 | $6,709-56.5% | $5,820-49.9% | $6,712-56.5% |
| Admin fee / account holder | $219 | $13,989-98.4% | $10,600-97.9% | $11,409-98.1% |