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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 | $25,454 | $110,379-76.9% | $102,412-75.1% | $145,884-82.6% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 14.13% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $694 | $4,216-83.5% | $3,870-82.1% | $4,662-85.1% |
| Participant deferral / active EE | $1,701 | $5,622-69.7% | $5,060-66.4% | $6,690-74.6% |
| Admin fee / account holder | $107 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |