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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 | $14,372 | $110,337-87.0% | $102,383-86.0% | $145,877-90.1% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 12.67% | 24.83%-12.2pp | 24.94%-12.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $535 | $4,216-87.3% | $3,870-86.2% | $4,663-88.5% |
| Participant deferral / active EE | $3,887 | $5,621-30.8% | $5,060-23.2% | $6,691-41.9% |
| Admin fee / account holder | $142 | $9,750-98.5% | $8,391-98.3% | $13,402-98.9% |