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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 | $52,230 | $106,280-50.9% | $96,538-45.9% | $139,487-62.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.19% | 38.48%-23.3pp | 35.74%-20.5pp | 373.84%-358.7pp |
| Employer contribution / active EE | $644 | $4,107-84.3% | $3,740-82.8% | $4,755-86.5% |
| Participant deferral / active EE | $2,875 | $5,457-47.3% | $4,880-41.1% | $6,713-57.2% |
| Admin fee / account holder | $12 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |