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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 | $28,829 | $115,225-75.0% | $100,712-71.4% | $138,895-79.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 23.52% | 40.35%-16.8pp | 33.27%-9.7pp | 145.39%-121.9pp |
| Employer contribution / active EE | $471 | $2,771-83.0% | $2,313-79.6% | $4,194-88.8% |
| Participant deferral / active EE | $1,945 | $4,699-58.6% | $4,085-52.4% | $6,396-69.6% |
| Admin fee / account holder | $16 | $10,844-99.9% | $9,256-99.8% | $12,562-99.9% |