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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 | $56,114 | $110,307-49.1% | $96,576-41.9% | $139,456-59.8% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 32.59% | 26.40%+6.2pp | 25.87%+6.7pp | 373.45%-340.9pp |
| Employer contribution / active EE | $669 | $3,619-81.5% | $2,965-77.4% | $4,753-85.9% |
| Participant deferral / active EE | $1,894 | $5,547-65.9% | $4,851-61.0% | $6,711-71.8% |
| Admin fee / account holder | $222 | $11,597-98.1% | $8,253-97.3% | $11,407-98.1% |