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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 | $23,574 | $99,053-76.2% | $88,179-73.3% | $138,895-83.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 19.35% | 78.17%-58.8pp | 64.97%-45.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $166 | $2,882-94.3% | $2,549-93.5% | $4,194-96.1% |
| Participant deferral / active EE | $1,743 | $5,225-66.6% | $4,614-62.2% | $6,396-72.8% |
| Admin fee / account holder | $85 | $8,748-99.0% | $7,673-98.9% | $12,562-99.3% |