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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 | $41,758 | $106,267-60.7% | $96,520-56.7% | $139,456-70.1% |
| Participation rate | 15.8% | 77.8%-62.1pp | 74.3%-58.6pp | 80.3%-64.5pp |
| Annual return | 12.51% | 38.45%-25.9pp | 35.72%-23.2pp | 373.45%-360.9pp |
| Employer contribution / active EE | $672 | $4,105-83.6% | $3,739-82.0% | $4,753-85.9% |
| Participant deferral / active EE | $1,419 | $5,454-74.0% | $4,879-70.9% | $6,711-78.9% |
| Admin fee / account holder | $18 | $7,882-99.8% | $6,733-99.7% | $11,407-99.8% |