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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 | $36,356 | $46,599-22.0% | $64,101-43.3% | $75,173-51.6% |
| Participation rate | 20.0% | 65.9%-45.9pp | 72.3%-52.3pp | 67.2%-47.2pp |
| Annual return | 14.79% | 26.06%-11.3pp | 33.72%-18.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $204 | $1,975-89.7% | $2,749-92.6% | $2,671-92.4% |
| Participant deferral / active EE | $968 | $2,837-65.9% | $3,881-75.1% | $4,126-76.5% |
| Admin fee / account holder | $105 | $2,956-96.4% | $3,070-96.6% | $5,651-98.1% |