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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 | $37,897 | $60,442-37.3% | $96,754-60.8% | $87,485-56.7% |
| Participation rate | 14.3% | 58.7%-44.4pp | 70.3%-56.0pp | 68.9%-54.6pp |
| Annual return | 17.15% | 21.97%-4.8pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $172 | $1,691-89.8% | $2,679-93.6% | $2,596-93.4% |
| Participant deferral / active EE | $1,181 | $3,280-64.0% | $4,758-75.2% | $4,274-72.4% |
| Admin fee / account holder | $12 | $5,069-99.8% | $8,905-99.9% | $7,775-99.8% |