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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 | $35,282 | $96,524-63.4% | $75,900-53.5% | $152,909-76.9% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 23.03% | 33.93%-10.9pp | 30.73%-7.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $458 | $3,311-86.2% | $2,501-81.7% | $4,764-90.4% |
| Participant deferral / active EE | $2,528 | $4,554-44.5% | $3,604-29.9% | $5,851-56.8% |
| Admin fee / account holder | $34 | $8,082-99.6% | $5,421-99.4% | $11,601-99.7% |