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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 | $111,814-67.1% | $103,378-64.4% | $145,978-74.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 14.57% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $367 | $4,215-91.3% | $3,870-90.5% | $4,662-92.1% |
| Participant deferral / active EE | $2,374 | $5,618-57.7% | $5,058-53.1% | $6,690-64.5% |
| Admin fee / account holder | $221 | $9,764-97.7% | $8,401-97.4% | $13,400-98.4% |