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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 | $26,844 | $110,303-75.7% | $95,759-72.0% | $139,487-80.8% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 31.57% | 27.19%+4.4pp | 28.42%+3.2pp | 373.84%-342.3pp |
| Employer contribution / active EE | $277 | $3,261-91.5% | $2,836-90.2% | $4,755-94.2% |
| Participant deferral / active EE | $2,299 | $4,674-50.8% | $4,244-45.8% | $6,713-65.8% |
| Admin fee / account holder | $80 | $6,615-98.8% | $5,678-98.6% | $11,407-99.3% |