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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 | $36,830 | $110,410-66.6% | $102,437-64.0% | $145,897-74.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.57% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.7pp |
| Employer contribution / active EE | $367 | $4,217-91.3% | $3,871-90.5% | $4,663-92.1% |
| Participant deferral / active EE | $2,374 | $5,622-57.8% | $5,060-53.1% | $6,689-64.5% |
| Admin fee / account holder | $221 | $9,745-97.7% | $8,388-97.4% | $13,390-98.3% |