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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 | $41,060 | $183,592-77.6% | $155,574-73.6% | $145,877-71.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.57% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $461 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $2,330 | $6,466-64.0% | $5,629-58.6% | $6,691-65.2% |
| Admin fee / account holder | $108 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |