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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 | $25,619 | $88,672-71.1% | $105,223-75.7% | $82,448-68.9% |
| Participation rate | 20.0% | 67.9%-47.9pp | 75.0%-55.0pp | 68.1%-48.1pp |
| Annual return | 24.00% | 30.86%-6.9pp | 180.65%-156.7pp | 41.64%-17.6pp |
| Employer contribution / active EE | $606 | $3,048-80.1% | $3,689-83.6% | $2,551-76.3% |
| Participant deferral / active EE | $2,145 | $4,036-46.9% | $5,072-57.7% | $4,139-48.2% |
| Admin fee / account holder | $183 | $7,146-97.4% | $8,859-97.9% | $7,234-97.5% |