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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 | $15,776 | $91,179-82.7% | $178,499-91.2% | $79,852-80.2% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 18.30% | 24.19%-5.9pp | 151.10%-132.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $187 | $3,256-94.2% | $5,011-96.3% | $2,471-92.4% |
| Participant deferral / active EE | $1,716 | $3,236-47.0% | $5,202-67.0% | $3,740-54.1% |
| Admin fee / account holder | $218 | $6,749-96.8% | $13,986-98.4% | $5,306-95.9% |