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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 | $18,139 | $41,016-55.8% | $152,093-88.1% | $64,097-71.7% |
| Participation rate | 17.1% | 51.3%-34.3pp | 77.8%-60.7pp | 55.2%-38.1pp |
| Annual return | 19.40% | 39.60%-20.2pp | 66.36%-47.0pp | 34.64%-15.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $704 | $1,927-63.5% | $5,451-87.1% | $3,080-77.1% |
| Admin fee / account holder | $48 | $2,305-97.9% | $14,497-99.7% | $3,454-98.6% |