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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 | $84,236-79.8% | $170,435-90.0% | $70,126-75.7% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 17.20% | 23.06%-5.9pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $192 | $3,387-94.3% | $5,432-96.5% | $2,343-91.8% |
| Participant deferral / active EE | $999 | $3,086-67.6% | $4,939-79.8% | $3,332-70.0% |
| Admin fee / account holder | $71 | $5,698-98.8% | $13,881-99.5% | $4,645-98.5% |