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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 | $18,804 | $55,457-66.1% | $77,361-75.7% | $94,015-80.0% |
| Participation rate | 65.3% | 69.8%-4.5pp | 75.0%-9.7pp | 70.8%-5.5pp |
| Annual return | 14.37% | 15.57%-1.2pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $495 | $2,255-78.0% | $2,990-83.4% | $2,790-82.3% |
| Participant deferral / active EE | $1,378 | $3,069-55.1% | $3,911-64.8% | $4,249-67.6% |
| Admin fee / account holder | $20 | $4,334-99.5% | $5,894-99.7% | $8,951-99.8% |