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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 | $44,238 | $127,779-65.4% | $106,551-58.5% | $167,518-73.6% |
| Participation rate | 37.5% | 78.3%-40.8pp | 76.1%-38.6pp | 82.1%-44.6pp |
| Annual return | 12.04% | 33.87%-21.8pp | 26.80%-14.8pp | 478.71%-466.7pp |
| Employer contribution / active EE | $263 | $3,427-92.3% | $2,819-90.7% | $4,838-94.6% |
| Participant deferral / active EE | $2,469 | $5,088-51.5% | $4,398-43.9% | $6,342-61.1% |
| Admin fee / account holder | $133 | $11,228-98.8% | $7,408-98.2% | $12,312-98.9% |