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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 | $42,674 | $228,395-81.3% | $185,861-77.0% | $158,982-73.2% |
| Participation rate | 36.4% | 82.3%-46.0pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 18.33% | 40.82%-22.5pp | 35.96%-17.6pp | 302.99%-284.7pp |
| Employer contribution / active EE | $502 | $4,968-89.9% | $4,088-87.7% | $4,763-89.5% |
| Participant deferral / active EE | $1,535 | $6,417-76.1% | $5,634-72.7% | $5,983-74.3% |
| Admin fee / account holder | $12 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |