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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 | $27,196 | $110,212-75.3% | $96,534-71.8% | $139,466-80.5% |
| Participation rate | 20.0% | 78.1%-58.1pp | 76.0%-56.0pp | 80.3%-60.3pp |
| Annual return | 25.07% | 26.42%-1.4pp | 25.88%-0.8pp | 373.66%-348.6pp |
| Employer contribution / active EE | $789 | $3,620-78.2% | $2,965-73.4% | $4,754-83.4% |
| Participant deferral / active EE | $1,960 | $5,547-64.7% | $4,851-59.6% | $6,712-70.8% |
| Admin fee / account holder | $91 | $11,599-99.2% | $8,253-98.9% | $11,409-99.2% |