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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 | $11,407 | $57,140-80.0% | $85,240-86.6% | $80,959-85.9% |
| Participation rate | 13.4% | 56.4%-43.0pp | 67.5%-54.1pp | 67.7%-54.3pp |
| Annual return | 12.34% | 21.71%-9.4pp | 66.75%-54.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $38 | $1,802-97.9% | $2,735-98.6% | $2,757-98.6% |
| Participant deferral / active EE | $1,226 | $3,115-60.7% | $4,527-72.9% | $4,300-71.5% |
| Admin fee / account holder | $148 | $4,992-97.0% | $6,165-97.6% | $6,925-97.9% |