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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 | $47,311 | $140,944-66.4% | $112,236-57.8% | $139,427-66.1% |
| Participation rate | 15.4% | 79.2%-63.8pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | 21.39% | 32.71%-11.3pp | 30.20%-8.8pp | 373.27%-351.9pp |
| Employer contribution / active EE | $459 | $4,285-89.3% | $3,431-86.6% | $4,752-90.3% |
| Participant deferral / active EE | $1,481 | $5,876-74.8% | $4,799-69.1% | $6,711-77.9% |
| Admin fee / account holder | $169 | $9,954-98.3% | $7,749-97.8% | $11,404-98.5% |