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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 | $19,414 | $172,111-88.7% | $150,298-87.1% | $137,256-85.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 37.45% | 69.37%-31.9pp | 62.79%-25.3pp | 220.34%-182.9pp |
| Employer contribution / active EE | $594 | $4,636-87.2% | $4,154-85.7% | $4,156-85.7% |
| Participant deferral / active EE | $3,550 | $6,166-42.4% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |