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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 | $35,706 | $112,729-68.3% | $98,716-63.8% | $137,256-74.0% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.3%-61.0pp | 80.0%-71.6pp |
| Annual return | 16.61% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $122 | $2,725-95.5% | $2,279-94.7% | $4,156-97.1% |
| Participant deferral / active EE | $1,160 | $4,640-75.0% | $4,048-71.3% | $6,407-81.9% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |