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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 | $44,359 | $110,410-59.8% | $102,437-56.7% | $145,897-69.6% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 14.29% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $511 | $4,217-87.9% | $3,871-86.8% | $4,663-89.0% |
| Participant deferral / active EE | $2,360 | $5,622-58.0% | $5,060-53.4% | $6,689-64.7% |
| Admin fee / account holder | $170 | $9,745-98.3% | $8,388-98.0% | $13,390-98.7% |