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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 | $26,070 | $91,037-71.4% | $71,671-63.6% | $147,586-82.3% |
| Participation rate | 47.8% | 76.1%-28.3pp | 68.7%-20.9pp | 82.8%-35.0pp |
| Annual return | 14.64% | 20.48%-5.8pp | 20.65%-6.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $297 | $3,327-91.1% | $2,460-87.9% | $4,876-93.9% |
| Participant deferral / active EE | $1,555 | $4,498-65.4% | $3,438-54.8% | $5,439-71.4% |
| Admin fee / account holder | $14 | $8,613-99.8% | $5,558-99.8% | $10,886-99.9% |