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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 | $15,865 | $110,410-85.6% | $102,437-84.5% | $145,897-89.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.51% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $808 | $4,217-80.8% | $3,871-79.1% | $4,663-82.7% |
| Participant deferral / active EE | $1,851 | $5,622-67.1% | $5,060-63.4% | $6,689-72.3% |
| Admin fee / account holder | $128 | $9,745-98.7% | $8,388-98.5% | $13,390-99.0% |