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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 | $26,656 | $124,351-78.6% | $109,188-75.6% | $167,553-84.1% |
| Participation rate | 35.3% | 79.4%-44.2pp | 75.9%-40.6pp | 82.1%-46.8pp |
| Annual return | 19.63% | 26.04%-6.4pp | 25.76%-6.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $711 | $4,210-83.1% | $3,723-80.9% | $4,840-85.3% |
| Participant deferral / active EE | $2,848 | $5,257-45.8% | $4,654-38.8% | $6,343-55.1% |
| Admin fee / account holder | $115 | $7,975-98.6% | $6,755-98.3% | $12,316-99.1% |