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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 | $24,702 | $123,155-79.9% | $108,753-77.3% | $155,188-84.1% |
| Participation rate | 20.0% | 75.6%-55.6pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 25.57% | 44.73%-19.2pp | 37.47%-11.9pp | 148.84%-123.3pp |
| Employer contribution / active EE | $100 | $2,811-96.4% | $2,427-95.9% | $4,248-97.6% |
| Participant deferral / active EE | $2,634 | $4,623-43.0% | $4,115-36.0% | $6,531-59.7% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,320-99.5% | $14,480-99.6% |