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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 | $23,374 | $49,249-52.5% | $70,476-66.8% | $79,852-70.7% |
| Participation rate | 61.8% | 69.2%-7.4pp | 75.1%-13.3pp | 69.6%-7.9pp |
| Annual return | 14.85% | 30.09%-15.2pp | 109.12%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $258 | $2,100-87.7% | $2,738-90.6% | $2,471-89.6% |
| Participant deferral / active EE | $1,086 | $2,769-60.8% | $3,710-70.7% | $3,740-71.0% |
| Admin fee / account holder | $79 | $2,878-97.3% | $3,847-97.9% | $5,306-98.5% |