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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 | $112,729-78.1% | $98,716-75.0% | $137,256-82.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 25.57% | 38.48%-12.9pp | 31.81%-6.2pp | 220.34%-194.8pp |
| Employer contribution / active EE | $100 | $2,725-96.3% | $2,279-95.6% | $4,156-97.6% |
| Participant deferral / active EE | $2,634 | $4,640-43.2% | $4,048-34.9% | $6,407-58.9% |
| Admin fee / account holder | $53 | $10,129-99.5% | $8,703-99.4% | $12,270-99.6% |