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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 | $20,323 | $37,446-45.7% | $77,513-73.8% | $79,852-74.5% |
| Participation rate | 52.8% | 41.5%+11.3pp | 54.2%-1.4pp | 69.6%-16.8pp |
| Annual return | 17.38% | 39.76%-22.4pp | 54.81%-37.4pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,035 | $1,261-17.9% | $1,861-44.4% | $3,740-72.3% |
| Admin fee / account holder | $226 | $2,506-91.0% | $2,859-92.1% | $5,306-95.7% |