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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 | $19,453 | $81,358-76.1% | $155,556-87.5% | $80,959-76.0% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 12.66% | 33.39%-20.7pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $351 | $3,106-88.7% | $4,675-92.5% | $2,757-87.3% |
| Participant deferral / active EE | $908 | $3,455-73.7% | $5,631-83.9% | $4,300-78.9% |
| Admin fee / account holder | $250 | $7,994-96.9% | $15,885-98.4% | $6,925-96.4% |