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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 | $16,706 | $75,541-77.9% | $152,093-89.0% | $82,637-79.8% |
| Participation rate | 31.4% | 66.5%-35.1pp | 77.8%-46.3pp | 68.1%-36.6pp |
| Annual return | 22.94% | 32.56%-9.6pp | 66.36%-43.4pp | 53.51%-30.6pp |
| Employer contribution / active EE | $139 | $2,622-94.7% | $4,175-96.7% | $2,552-94.5% |
| Participant deferral / active EE | $939 | $3,206-70.7% | $5,451-82.8% | $4,126-77.2% |
| Admin fee / account holder | $49 | $6,405-99.2% | $14,497-99.7% | $7,339-99.3% |