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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 | $30,792 | $115,225-73.3% | $100,712-69.4% | $138,895-77.8% |
| Participation rate | 31.6% | 74.3%-42.8pp | 69.3%-37.7pp | 79.9%-48.3pp |
| Annual return | 15.84% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $390 | $2,771-85.9% | $2,313-83.2% | $4,194-90.7% |
| Participant deferral / active EE | $1,794 | $4,699-61.8% | $4,085-56.1% | $6,396-72.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |