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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 | $28,156 | $88,996-68.4% | $78,004-63.9% | $138,895-79.7% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 20.49% | 28.03%-7.5pp | 31.07%-10.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $360 | $2,917-87.7% | $2,469-85.4% | $4,194-91.4% |
| Participant deferral / active EE | $4,078 | $4,724-13.7% | $4,092-0.3% | $6,396-36.3% |
| Admin fee / account holder | $0 | $8,807-100.0% | $7,578-100.0% | $12,562-100.0% |