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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 | $34,243 | $157,276-78.2% | $141,177-75.7% | $152,885-77.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 31.00% | 64.33%-33.3pp | 71.40%-40.4pp | 345.39%-314.4pp |
| Employer contribution / active EE | $337 | $5,262-93.6% | $4,736-92.9% | $4,763-92.9% |
| Participant deferral / active EE | $7,531 | $7,110+5.9% | $6,710+12.2% | $5,851+28.7% |
| Admin fee / account holder | $131 | $12,123-98.9% | $10,263-98.7% | $11,598-98.9% |