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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 | $31,444 | $148,582-78.8% | $135,942-76.9% | $139,456-77.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 12.86% | 79.26%-66.4pp | 68.28%-55.4pp | 373.45%-360.6pp |
| Employer contribution / active EE | $556 | $5,245-89.4% | $4,858-88.5% | $4,753-88.3% |
| Participant deferral / active EE | $4,605 | $8,101-43.2% | $7,759-40.6% | $6,711-31.4% |
| Admin fee / account holder | $112 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |