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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 | $24,386 | $77,416-68.5% | $69,464-64.9% | $152,897-84.1% |
| Participation rate | 58.3% | 78.1%-19.8pp | 74.6%-16.3pp | 82.5%-24.1pp |
| Annual return | 17.29% | 39.08%-21.8pp | 28.98%-11.7pp | 345.43%-328.1pp |
| Employer contribution / active EE | $241 | $3,315-92.7% | $2,779-91.3% | $4,764-94.9% |
| Participant deferral / active EE | $1,328 | $4,413-69.9% | $3,536-62.4% | $5,851-77.3% |
| Admin fee / account holder | $16 | $6,208-99.7% | $3,840-99.6% | $11,599-99.9% |