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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 | $6,531 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 18.94% | 39.99%-21.1pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $129 | $2,614-95.1% | $4,154-96.9% | $2,551-94.9% |
| Participant deferral / active EE | $1,022 | $3,214-68.2% | $5,453-81.3% | $4,139-75.3% |
| Admin fee / account holder | $13 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |