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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 | $21,914 | $36,767-40.4% | $81,473-73.1% | $62,293-64.8% |
| Participation rate | 34.3% | 54.4%-20.1pp | 68.0%-33.6pp | 69.5%-35.2pp |
| Annual return | 15.71% | 173.80%-158.1pp | 38.78%-23.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $134 | $1,128-88.1% | $2,568-94.8% | $2,042-93.4% |
| Participant deferral / active EE | $981 | $2,111-53.5% | $3,537-72.3% | $3,169-69.1% |
| Admin fee / account holder | $248 | $797-68.9% | $4,561-94.6% | $479-48.3% |