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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 | $35,306 | $110,379-68.0% | $102,412-65.5% | $145,884-75.8% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 18.15% | 24.84%-6.7pp | 24.94%-6.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $563 | $4,216-86.7% | $3,870-85.5% | $4,662-87.9% |
| Participant deferral / active EE | $2,753 | $5,622-51.0% | $5,060-45.6% | $6,690-58.9% |
| Admin fee / account holder | $111 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |