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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 | $57,303 | $110,410-48.1% | $102,437-44.1% | $145,897-60.7% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 20.49% | 24.85%-4.4pp | 24.95%-4.5pp | 552.29%-531.8pp |
| Employer contribution / active EE | $554 | $4,217-86.9% | $3,871-85.7% | $4,663-88.1% |
| Participant deferral / active EE | $3,279 | $5,622-41.7% | $5,060-35.2% | $6,689-51.0% |
| Admin fee / account holder | $109 | $9,745-98.9% | $8,388-98.7% | $13,390-99.2% |