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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 | $28,165 | $51,638-45.5% | $68,368-58.8% | $82,448-65.8% |
| Participation rate | 54.2% | 63.6%-9.4pp | 73.8%-19.6pp | 68.1%-13.9pp |
| Annual return | 18.00% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $186 | $2,047-90.9% | $2,649-93.0% | $2,551-92.7% |
| Participant deferral / active EE | $1,912 | $2,914-34.4% | $4,123-53.6% | $4,139-53.8% |
| Admin fee / account holder | $14 | $4,643-99.7% | $5,150-99.7% | $7,234-99.8% |