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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 | $112,729-72.7% | $98,716-68.8% | $137,256-77.6% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.3%-37.7pp | 80.0%-48.4pp |
| Annual return | 15.84% | 38.48%-22.6pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $390 | $2,725-85.7% | $2,279-82.9% | $4,156-90.6% |
| Participant deferral / active EE | $1,794 | $4,640-61.3% | $4,048-55.7% | $6,407-72.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |