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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 | $77,814-77.0% | $158,223-88.7% | $86,983-79.5% |
| Participation rate | 25.0% | 68.4%-43.4pp | 79.2%-54.2pp | 69.5%-44.5pp |
| Annual return | 20.69% | 30.54%-9.9pp | 52.09%-31.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $191 | $2,592-92.6% | $4,109-95.4% | $2,584-92.6% |
| Participant deferral / active EE | $1,339 | $3,270-59.0% | $5,467-75.5% | $4,194-68.1% |
| Admin fee / account holder | $18 | $5,879-99.7% | $16,047-99.9% | $7,856-99.8% |