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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 | $24,348 | $84,233-71.1% | $170,436-85.7% | $70,131-65.3% |
| Participation rate | 38.8% | 70.8%-32.1pp | 83.6%-44.8pp | 69.5%-30.8pp |
| Annual return | 16.71% | 23.06%-6.4pp | 205.94%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $364 | $3,387-89.3% | $5,433-93.3% | $2,342-84.5% |
| Participant deferral / active EE | $1,485 | $3,086-51.9% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |