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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 | $28,911 | $201,372-85.6% | $184,260-84.3% | $145,884-80.2% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 10.70% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $868 | $7,024-87.6% | $6,427-86.5% | $4,662-81.4% |
| Participant deferral / active EE | $5,709 | $9,808-41.8% | $9,133-37.5% | $6,690-14.7% |
| Admin fee / account holder | $105 | $16,362-99.4% | $13,898-99.2% | $13,392-99.2% |