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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 | $17,565 | $111,787-84.3% | $93,681-81.3% | $145,978-88.0% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.2pp |
| Annual return | 13.59% | 203.52%-189.9pp | 133.47%-119.9pp | 550.52%-536.9pp |
| Employer contribution / active EE | $450 | $3,093-85.4% | $2,422-81.4% | $4,662-90.3% |
| Participant deferral / active EE | $1,381 | $4,918-71.9% | $4,415-68.7% | $6,690-79.4% |
| Admin fee / account holder | $57 | $10,256-99.4% | $8,290-99.3% | $13,400-99.6% |