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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 | $11,778 | $110,410-89.3% | $102,437-88.5% | $145,897-91.9% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 21.45% | 24.85%-3.4pp | 24.95%-3.5pp | 552.29%-530.8pp |
| Employer contribution / active EE | $544 | $4,217-87.1% | $3,871-85.9% | $4,663-88.3% |
| Participant deferral / active EE | $4,066 | $5,622-27.7% | $5,060-19.7% | $6,689-39.2% |
| Admin fee / account holder | $27 | $9,745-99.7% | $8,388-99.7% | $13,390-99.8% |