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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 | $13,946 | $81,358-82.9% | $155,556-91.0% | $80,959-82.8% |
| Participation rate | 35.0% | 66.3%-31.3pp | 78.2%-43.2pp | 67.7%-32.7pp |
| Annual return | 14.41% | 33.39%-19.0pp | 64.84%-50.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $320 | $3,106-89.7% | $4,675-93.1% | $2,757-88.4% |
| Participant deferral / active EE | $1,465 | $3,455-57.6% | $5,631-74.0% | $4,300-65.9% |
| Admin fee / account holder | $166 | $7,994-97.9% | $15,885-99.0% | $6,925-97.6% |