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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 | $46,615 | $111,814-58.3% | $103,374-54.9% | $145,959-68.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.26% | 24.77%-11.5pp | 24.89%-11.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $535 | $4,214-87.3% | $3,869-86.2% | $4,661-88.5% |
| Participant deferral / active EE | $5,726 | $5,618+1.9% | $5,058+13.2% | $6,689-14.4% |
| Admin fee / account holder | $128 | $9,754-98.7% | $8,394-98.5% | $13,398-99.0% |