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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 | $61,125-65.3% | $94,057-77.5% | $87,485-75.8% |
| Participation rate | 55.8% | 64.1%-8.3pp | 73.3%-17.5pp | 68.9%-13.1pp |
| Annual return | 16.77% | 35.20%-18.4pp | 480.62%-463.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $14 | $2,136-99.3% | $2,933-99.5% | $2,596-99.5% |
| Participant deferral / active EE | $1,430 | $3,260-56.1% | $4,709-69.6% | $4,274-66.5% |
| Admin fee / account holder | $207 | $5,629-96.3% | $7,244-97.1% | $7,775-97.3% |