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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 | $16,990 | $77,920-78.2% | $149,723-88.7% | $75,177-77.4% |
| Participation rate | 14.3% | 65.6%-51.3pp | 78.8%-64.5pp | 67.2%-52.9pp |
| Annual return | 29.38% | 31.72%-2.3pp | 134.50%-105.1pp | 160.75%-131.4pp |
| Employer contribution / active EE | $314 | $3,138-90.0% | $4,821-93.5% | $2,671-88.3% |
| Participant deferral / active EE | $1,123 | $3,411-67.1% | $5,682-80.2% | $4,126-72.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |