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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 | $66,109 | $117,895-43.9% | $102,460-35.5% | $145,897-54.7% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 12.65% | 31.92%-19.3pp | 29.47%-16.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $369 | $3,619-89.8% | $3,025-87.8% | $4,663-92.1% |
| Participant deferral / active EE | $1,843 | $5,736-67.9% | $5,056-63.6% | $6,689-72.5% |
| Admin fee / account holder | $270 | $13,353-98.0% | $9,460-97.1% | $13,390-98.0% |