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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 | $16,442 | $65,712-75.0% | $57,196-71.3% | $273,972-94.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 4.93% | 22.01%-17.1pp | 14.59%-9.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $245 | $3,280-92.5% | $2,683-90.9% | $4,869-95.0% |
| Participant deferral / active EE | $1,048 | $3,782-72.3% | $3,096-66.2% | $5,287-80.2% |
| Admin fee / account holder | $71 | $4,838-98.5% | $3,141-97.7% | $10,133-99.3% |