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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 | $19,719 | $118,488-83.4% | $98,462-80.0% | $139,487-85.9% |
| Participation rate | 30.0% | 77.5%-47.5pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 23.29% | 18.96%+4.3pp | 21.17%+2.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $545 | $3,611-84.9% | $3,049-82.1% | $4,755-88.5% |
| Participant deferral / active EE | $1,660 | $5,393-69.2% | $4,738-65.0% | $6,713-75.3% |
| Admin fee / account holder | $63 | $13,868-99.5% | $8,875-99.3% | $11,407-99.4% |