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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 | $16,108 | $106,280-84.8% | $96,538-83.3% | $139,487-88.5% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.1pp |
| Annual return | 16.40% | 38.48%-22.1pp | 35.74%-19.3pp | 373.84%-357.4pp |
| Employer contribution / active EE | $732 | $4,107-82.2% | $3,740-80.4% | $4,755-84.6% |
| Participant deferral / active EE | $1,488 | $5,457-72.7% | $4,880-69.5% | $6,713-77.8% |
| Admin fee / account holder | $200 | $7,888-97.5% | $6,737-97.0% | $11,407-98.2% |