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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 | $20,845 | $110,410-81.1% | $102,437-79.7% | $145,897-85.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.01% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $299 | $4,217-92.9% | $3,871-92.3% | $4,663-93.6% |
| Participant deferral / active EE | $2,673 | $5,622-52.5% | $5,060-47.2% | $6,689-60.0% |
| Admin fee / account holder | $77 | $9,745-99.2% | $8,388-99.1% | $13,390-99.4% |