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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 | $29,222 | $117,895-75.2% | $102,460-71.5% | $145,897-80.0% |
| Participation rate | 21.1% | 78.6%-57.6pp | 76.5%-55.5pp | 80.3%-59.3pp |
| Annual return | 15.77% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.5pp |
| Employer contribution / active EE | $547 | $3,619-84.9% | $3,025-81.9% | $4,663-88.3% |
| Participant deferral / active EE | $1,834 | $5,736-68.0% | $5,056-63.7% | $6,689-72.6% |
| Admin fee / account holder | $18 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |