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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 | $17,278 | $77,908-77.8% | $149,696-88.5% | $75,173-77.0% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 15.60% | 31.73%-16.1pp | 134.46%-118.9pp | 160.72%-145.1pp |
| Employer contribution / active EE | $357 | $3,138-88.6% | $4,821-92.6% | $2,671-86.6% |
| Participant deferral / active EE | $1,644 | $3,411-51.8% | $5,682-71.1% | $4,126-60.2% |
| Admin fee / account holder | $111 | $5,950-98.1% | $13,212-99.2% | $5,651-98.0% |