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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 | $19,425 | $81,331-76.1% | $155,534-87.5% | $80,935-76.0% |
| Participation rate | 65.6% | 66.3%-0.6pp | 78.2%-12.6pp | 67.7%-2.0pp |
| Annual return | 15.22% | 33.37%-18.1pp | 64.92%-49.7pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,415 | $3,454-59.0% | $5,630-74.9% | $4,299-67.1% |
| Admin fee / account holder | $33 | $7,999-99.6% | $15,900-99.8% | $6,924-99.5% |