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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 | $35,449 | $110,379-67.9% | $102,412-65.4% | $145,884-75.7% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 24.17% | 24.84%-0.7pp | 24.94%-0.8pp | 551.85%-527.7pp |
| Employer contribution / active EE | $492 | $4,216-88.3% | $3,870-87.3% | $4,662-89.4% |
| Participant deferral / active EE | $2,963 | $5,622-47.3% | $5,060-41.4% | $6,690-55.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |