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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 | $15,016 | $111,535-86.5% | $105,223-85.7% | $137,256-89.1% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 27.01% | 237.85%-210.8pp | 180.65%-153.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $313 | $3,939-92.1% | $3,689-91.5% | $4,156-92.5% |
| Participant deferral / active EE | $3,256 | $5,500-40.8% | $5,072-35.8% | $6,407-49.2% |
| Admin fee / account holder | $56 | $9,721-99.4% | $8,859-99.4% | $12,270-99.5% |