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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 | $16,346 | $154,228-89.4% | $145,433-88.8% | $137,256-88.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 31.26% | 74.59%-43.3pp | 66.58%-35.3pp | 220.34%-189.1pp |
| Employer contribution / active EE | $769 | $4,804-84.0% | $4,554-83.1% | $4,156-81.5% |
| Participant deferral / active EE | $3,050 | $8,216-62.9% | $7,897-61.4% | $6,407-52.4% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |