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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 | $18,784 | $69,541-73.0% | $59,899-68.6% | $135,380-86.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.7%-20.8pp | 82.6%-28.8pp |
| Annual return | -5.42% | 7.95%-13.4pp | 3.46%-8.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $214 | $3,236-93.4% | $2,723-92.2% | $4,779-95.5% |
| Participant deferral / active EE | $1,003 | $4,206-76.1% | $3,402-70.5% | $5,609-82.1% |
| Admin fee / account holder | $16 | $5,737-99.7% | $3,592-99.6% | $10,828-99.9% |