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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 | $24,038 | $73,955-67.5% | $96,520-75.1% | $75,181-68.0% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 24.99% | 26.72%-1.7pp | 35.72%-10.7pp | 160.69%-135.7pp |
| Employer contribution / active EE | $365 | $2,930-87.5% | $3,739-90.2% | $2,671-86.3% |
| Participant deferral / active EE | $3,015 | $3,659-17.6% | $4,879-38.2% | $4,126-26.9% |
| Admin fee / account holder | $100 | $5,217-98.1% | $6,733-98.5% | $5,650-98.2% |