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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 | $24,577 | $154,193-84.1% | $130,045-81.1% | $139,466-82.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 20.61% | 32.51%-11.9pp | -137.30%+157.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $852 | $5,292-83.9% | $4,321-80.3% | $4,754-82.1% |
| Participant deferral / active EE | $2,294 | $6,709-65.8% | $5,820-60.6% | $6,712-65.8% |
| Admin fee / account holder | $37 | $13,989-99.7% | $10,600-99.6% | $11,409-99.7% |