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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 | $47,499 | $201,370-76.4% | $184,256-74.2% | $145,897-67.4% |
| Participation rate | 35.3% | 87.5%-52.2pp | 86.8%-51.5pp | 80.3%-45.0pp |
| Annual return | 13.04% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $808 | $7,024-88.5% | $6,427-87.4% | $4,663-82.7% |
| Participant deferral / active EE | $3,753 | $9,808-61.7% | $9,133-58.9% | $6,689-43.9% |
| Admin fee / account holder | $106 | $16,364-99.4% | $13,899-99.2% | $13,390-99.2% |