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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 | $34,166 | $115,225-70.3% | $100,712-66.1% | $138,895-75.4% |
| Participation rate | 30.0% | 74.3%-44.3pp | 69.3%-39.3pp | 79.9%-49.9pp |
| Annual return | 20.10% | 40.35%-20.3pp | 33.27%-13.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $303 | $2,771-89.1% | $2,313-86.9% | $4,194-92.8% |
| Participant deferral / active EE | $3,526 | $4,699-25.0% | $4,085-13.7% | $6,396-44.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |