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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 | $38,527 | $35,183+9.5% | $73,550-47.6% | $70,126-45.1% |
| Participation rate | 6.6% | 42.9%-36.4pp | 54.9%-48.4pp | 69.5%-63.0pp |
| Annual return | 19.04% | 26.90%-7.9pp | -15.16%+34.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $72 | $709-89.9% | $1,219-94.1% | $2,343-96.9% |
| Participant deferral / active EE | $403 | $1,220-66.9% | $1,804-77.6% | $3,332-87.9% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |