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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 | $61,125-53.9% | $94,057-70.1% | $87,485-67.8% |
| Participation rate | 54.2% | 64.1%-9.9pp | 73.3%-19.2pp | 68.9%-14.8pp |
| Annual return | 18.00% | 35.20%-17.2pp | 480.62%-462.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $186 | $2,136-91.3% | $2,933-93.7% | $2,596-92.8% |
| Participant deferral / active EE | $1,912 | $3,260-41.4% | $4,709-59.4% | $4,274-55.3% |
| Admin fee / account holder | $14 | $5,629-99.7% | $7,244-99.8% | $7,775-99.8% |