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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 | $201,264-76.4% | $184,185-74.2% | $145,978-67.5% |
| Participation rate | 35.3% | 87.5%-52.2pp | 86.8%-51.5pp | 80.3%-45.0pp |
| Annual return | 13.04% | 29.00%-16.0pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $808 | $7,021-88.5% | $6,426-87.4% | $4,662-82.7% |
| Participant deferral / active EE | $3,753 | $9,806-61.7% | $9,132-58.9% | $6,690-43.9% |
| Admin fee / account holder | $106 | $16,376-99.4% | $13,909-99.2% | $13,400-99.2% |