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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 | $15,137 | $61,356-75.3% | $149,696-89.9% | $71,511-78.8% |
| Participation rate | 26.2% | 62.5%-36.3pp | 78.8%-52.6pp | 67.9%-41.7pp |
| Annual return | 16.26% | 35.86%-19.6pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $126 | $2,382-94.7% | $4,821-97.4% | $2,589-95.1% |
| Participant deferral / active EE | $886 | $2,920-69.7% | $5,682-84.4% | $4,291-79.4% |
| Admin fee / account holder | $218 | $1,263-82.7% | $13,212-98.3% | $1,588-86.3% |