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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 | $12,766 | $75,541-83.1% | $152,093-91.6% | $82,637-84.6% |
| Participation rate | 37.1% | 66.5%-29.4pp | 77.8%-40.6pp | 68.1%-30.9pp |
| Annual return | 23.43% | 32.56%-9.1pp | 66.36%-42.9pp | 53.51%-30.1pp |
| Employer contribution / active EE | $98 | $2,622-96.3% | $4,175-97.7% | $2,552-96.2% |
| Participant deferral / active EE | $1,370 | $3,206-57.3% | $5,451-74.9% | $4,126-66.8% |
| Admin fee / account holder | $181 | $6,405-97.2% | $14,497-98.8% | $7,339-97.5% |