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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 | $72,779 | $110,303-34.0% | $95,759-24.0% | $139,487-47.8% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 21.14% | 27.19%-6.1pp | 28.42%-7.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $103 | $3,261-96.8% | $2,836-96.4% | $4,755-97.8% |
| Participant deferral / active EE | $7,500 | $4,674+60.5% | $4,244+76.7% | $6,713+11.7% |
| Admin fee / account holder | $244 | $6,615-96.3% | $5,678-95.7% | $11,407-97.9% |