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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 | $13,071 | $106,280-87.7% | $96,538-86.5% | $139,487-90.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 25.04% | 38.48%-13.4pp | 35.74%-10.7pp | 373.84%-348.8pp |
| Employer contribution / active EE | $292 | $4,107-92.9% | $3,740-92.2% | $4,755-93.9% |
| Participant deferral / active EE | $2,200 | $5,457-59.7% | $4,880-54.9% | $6,713-67.2% |
| Admin fee / account holder | $42 | $7,888-99.5% | $6,737-99.4% | $11,407-99.6% |