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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 | $19,014 | $47,944-60.3% | $67,834-72.0% | $62,881-69.8% |
| Participation rate | 30.8% | 61.1%-30.3pp | 68.8%-38.0pp | 69.3%-38.5pp |
| Annual return | 6.83% | 11.77%-4.9pp | 138.47%-131.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $138 | $1,562-91.2% | $2,403-94.3% | $2,281-94.0% |
| Participant deferral / active EE | $906 | $2,247-59.7% | $3,160-71.3% | $3,203-71.7% |
| Admin fee / account holder | $12 | $3,712-99.7% | $4,622-99.7% | $4,296-99.7% |