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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 | $27,643 | $51,638-46.5% | $129,406-78.6% | $80,959-65.9% |
| Participation rate | 21.8% | 56.9%-35.1pp | 69.6%-47.8pp | 67.7%-45.8pp |
| Annual return | 13.64% | 20.78%-7.1pp | 9468.18%-9454.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $185 | $1,584-88.3% | $4,155-95.6% | $2,757-93.3% |
| Participant deferral / active EE | $1,117 | $2,670-58.2% | $4,167-73.2% | $4,300-74.0% |
| Admin fee / account holder | $15 | $4,313-99.6% | $7,689-99.8% | $6,925-99.8% |