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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 | $32,089 | $104,709-69.4% | $85,705-62.6% | $167,553-80.8% |
| Participation rate | 17.6% | 76.4%-58.7pp | 69.9%-52.2pp | 82.1%-64.5pp |
| Annual return | 16.77% | 21.45%-4.7pp | 21.49%-4.7pp | 478.89%-462.1pp |
| Employer contribution / active EE | $272 | $3,338-91.9% | $2,619-89.6% | $4,840-94.4% |
| Participant deferral / active EE | $1,777 | $4,827-63.2% | $3,924-54.7% | $6,343-72.0% |
| Admin fee / account holder | $257 | $10,036-97.4% | $6,877-96.3% | $12,316-97.9% |