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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 | $14,830 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 16.61% | 50.33%-33.7pp | 32.23%-15.6pp | 20.14%-3.5pp |
| Employer contribution / active EE | $243 | $3,444-93.0% | $5,501-95.6% | $2,281-89.4% |
| Participant deferral / active EE | $1,029 | $3,046-66.2% | $4,871-78.9% | $3,203-67.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |