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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 | $13,012 | $63,703-79.6% | $93,063-86.0% | $82,448-84.2% |
| Participation rate | 35.7% | 63.8%-28.1pp | 72.1%-36.4pp | 68.1%-32.4pp |
| Annual return | 20.49% | -775.43%+795.9pp | 34.15%-13.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $196 | $1,729-88.7% | $2,476-92.1% | $2,551-92.3% |
| Participant deferral / active EE | $1,834 | $2,919-37.2% | $3,958-53.7% | $4,139-55.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |