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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 | $21,518 | $100,262-78.5% | $81,370-73.6% | $145,897-85.3% |
| Participation rate | 41.2% | 74.3%-33.1pp | 69.5%-28.4pp | 80.3%-39.1pp |
| Annual return | 15.77% | 34.52%-18.7pp | 24.85%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $251 | $2,979-91.6% | $2,464-89.8% | $4,663-94.6% |
| Participant deferral / active EE | $3,793 | $4,612-17.8% | $3,885-2.4% | $6,689-43.3% |
| Admin fee / account holder | $77 | $8,163-99.1% | $5,749-98.7% | $13,390-99.4% |