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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 | $30,896 | $110,307-72.0% | $96,576-68.0% | $139,456-77.8% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 18.04% | 26.40%-8.4pp | 25.87%-7.8pp | 373.45%-355.4pp |
| Employer contribution / active EE | $587 | $3,619-83.8% | $2,965-80.2% | $4,753-87.7% |
| Participant deferral / active EE | $4,211 | $5,547-24.1% | $4,851-13.2% | $6,711-37.2% |
| Admin fee / account holder | $118 | $11,597-99.0% | $8,253-98.6% | $11,407-99.0% |