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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 | $30,101 | $65,364-53.9% | $92,909-67.6% | $72,975-58.8% |
| Participation rate | 13.3% | 68.3%-55.0pp | 76.0%-62.7pp | 69.5%-56.2pp |
| Annual return | 30.65% | 42.11%-11.5pp | 109.44%-78.8pp | 81.01%-50.4pp |
| Employer contribution / active EE | $347 | $2,594-86.6% | $3,653-90.5% | $2,440-85.8% |
| Participant deferral / active EE | $1,953 | $3,128-37.6% | $4,238-53.9% | $3,608-45.9% |
| Admin fee / account holder | $96 | $4,251-97.7% | $5,795-98.3% | $5,124-98.1% |