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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 | $12,470 | $58,627-78.7% | $76,735-83.7% | $82,448-84.9% |
| Participation rate | 62.1% | 63.2%-1.1pp | 69.5%-7.4pp | 68.1%-6.0pp |
| Annual return | 16.89% | 39.10%-22.2pp | 29.77%-12.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $85 | $1,729-95.1% | $2,454-96.5% | $2,551-96.7% |
| Participant deferral / active EE | $1,604 | $3,134-48.8% | $4,088-60.8% | $4,139-61.2% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |