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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 | $19,016 | $124,330-84.7% | $109,173-82.6% | $167,536-88.6% |
| Participation rate | 60.0% | 79.5%-19.5pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 10.71% | 26.04%-15.3pp | 25.75%-15.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $223 | $4,209-94.7% | $3,723-94.0% | $4,839-95.4% |
| Participant deferral / active EE | $1,909 | $5,256-63.7% | $4,654-59.0% | $6,342-69.9% |
| Admin fee / account holder | $122 | $7,974-98.5% | $6,755-98.2% | $12,315-99.0% |