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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 | $16,701 | $43,075-61.2% | $74,577-77.6% | $62,881-73.4% |
| Participation rate | 10.9% | 58.1%-47.1pp | 68.1%-57.2pp | 69.3%-58.4pp |
| Annual return | 13.87% | 17.50%-3.6pp | 20.47%-6.6pp | 20.14%-6.3pp |
| Employer contribution / active EE | $134 | $1,498-91.0% | $2,525-94.7% | $2,281-94.1% |
| Participant deferral / active EE | $806 | $2,389-66.3% | $3,458-76.7% | $3,203-74.8% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |