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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 | $21,205 | $64,920-67.3% | $103,693-79.6% | $86,983-75.6% |
| Participation rate | 55.8% | 63.6%-7.8pp | 72.6%-16.8pp | 69.5%-13.7pp |
| Annual return | 16.77% | 30.29%-13.5pp | 47.61%-30.8pp | 25.83%-9.1pp |
| Employer contribution / active EE | $14 | $2,141-99.3% | $2,920-99.5% | $2,584-99.5% |
| Participant deferral / active EE | $1,430 | $3,241-55.9% | $4,579-68.8% | $4,194-65.9% |
| Admin fee / account holder | $207 | $6,191-96.7% | $7,858-97.4% | $7,856-97.4% |