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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 | $35,172 | $99,053-64.5% | $88,179-60.1% | $138,895-74.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 24.84% | 78.17%-53.3pp | 64.97%-40.1pp | 145.39%-120.6pp |
| Employer contribution / active EE | $107 | $2,882-96.3% | $2,549-95.8% | $4,194-97.5% |
| Participant deferral / active EE | $3,440 | $5,225-34.2% | $4,614-25.4% | $6,396-46.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |