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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 | $73,107-82.2% | $114,563-88.6% | $87,485-85.1% |
| Participation rate | 35.7% | 65.8%-30.1pp | 72.9%-37.2pp | 68.9%-33.2pp |
| Annual return | 20.49% | 19.47%+1.0pp | 241.09%-220.6pp | 26.06%-5.6pp |
| Employer contribution / active EE | $196 | $1,881-89.6% | $2,592-92.4% | $2,596-92.5% |
| Participant deferral / active EE | $1,834 | $3,144-41.7% | $4,142-55.7% | $4,274-57.1% |
| Admin fee / account holder | $0 | $5,770-100.0% | $7,623-100.0% | $7,775-100.0% |