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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 | $14,647 | $77,638-81.1% | $156,551-90.6% | $62,881-76.7% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.7pp |
| Annual return | 7.03% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $347 | $3,444-89.9% | $5,501-93.7% | $2,281-84.8% |
| Participant deferral / active EE | $915 | $3,046-69.9% | $4,871-81.2% | $3,203-71.4% |
| Admin fee / account holder | $254 | $5,561-95.4% | $13,028-98.1% | $4,296-94.1% |