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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 | $16,356 | $111,814-85.4% | $103,378-84.2% | $145,978-88.8% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 11.23% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $838 | $4,215-80.1% | $3,870-78.3% | $4,662-82.0% |
| Participant deferral / active EE | $1,925 | $5,618-65.7% | $5,058-61.9% | $6,690-71.2% |
| Admin fee / account holder | $18 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |