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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 | $19,971 | $91,198-78.1% | $178,503-88.8% | $79,856-75.0% |
| Participation rate | 56.9% | 69.2%-12.3pp | 81.9%-25.0pp | 69.6%-12.7pp |
| Annual return | 25.63% | 24.20%+1.4pp | 151.12%-125.5pp | 31.71%-6.1pp |
| Employer contribution / active EE | $163 | $3,257-95.0% | $5,011-96.7% | $2,471-93.4% |
| Participant deferral / active EE | $1,318 | $3,237-59.3% | $5,202-74.7% | $3,741-64.8% |
| Admin fee / account holder | $58 | $6,748-99.1% | $13,987-99.6% | $5,306-98.9% |