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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 | $15,778 | $97,078-83.7% | $103,065-84.7% | $145,897-89.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 80.6%-20.6pp | 80.3%-20.3pp |
| Annual return | 13.13% | 25.49%-12.4pp | 23.95%-10.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,003 | $4,680-78.6% | $4,675-78.5% | $4,663-78.5% |
| Participant deferral / active EE | $1,804 | $6,601-72.7% | $6,625-72.8% | $6,689-73.0% |
| Admin fee / account holder | $68 | $12,505-99.5% | $9,349-99.3% | $13,390-99.5% |