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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 | $115,225-78.6% | $100,712-75.5% | $138,895-82.2% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 25.57% | 40.35%-14.8pp | 33.27%-7.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $100 | $2,771-96.4% | $2,313-95.7% | $4,194-97.6% |
| Participant deferral / active EE | $2,634 | $4,699-44.0% | $4,085-35.5% | $6,396-58.8% |
| Admin fee / account holder | $53 | $10,844-99.5% | $9,256-99.4% | $12,562-99.6% |