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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 | $17,127 | $77,419-77.9% | $69,461-75.3% | $152,885-88.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.6%-34.6pp | 82.5%-42.5pp |
| Annual return | 23.72% | 39.07%-15.4pp | 28.97%-5.3pp | 345.39%-321.7pp |
| Employer contribution / active EE | $393 | $3,315-88.1% | $2,779-85.9% | $4,763-91.7% |
| Participant deferral / active EE | $1,572 | $4,414-64.4% | $3,536-55.5% | $5,851-73.1% |
| Admin fee / account holder | $67 | $6,207-98.9% | $3,840-98.2% | $11,598-99.4% |