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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 | $17,860 | $75,541-76.4% | $152,093-88.3% | $82,637-78.4% |
| Participation rate | 25.0% | 66.5%-41.5pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 20.69% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $191 | $2,622-92.7% | $4,175-95.4% | $2,552-92.5% |
| Participant deferral / active EE | $1,339 | $3,206-58.2% | $5,451-75.4% | $4,126-67.5% |
| Admin fee / account holder | $18 | $6,405-99.7% | $14,497-99.9% | $7,339-99.8% |