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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 | $36,447 | $117,846-69.1% | $102,434-64.4% | $145,884-75.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 11.78% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $568 | $3,615-84.3% | $3,023-81.2% | $4,662-87.8% |
| Participant deferral / active EE | $3,605 | $5,733-37.1% | $5,055-28.7% | $6,690-46.1% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |