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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 | $17,008 | $106,247-84.0% | $96,515-82.4% | $139,466-87.8% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 17.03% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $790 | $4,106-80.8% | $3,740-78.9% | $4,754-83.4% |
| Participant deferral / active EE | $1,447 | $5,456-73.5% | $4,880-70.3% | $6,712-78.4% |
| Admin fee / account holder | $75 | $7,885-99.1% | $6,735-98.9% | $11,409-99.3% |