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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 | $16,948 | $63,082-73.1% | $81,716-79.3% | $79,852-78.8% |
| Participation rate | 40.5% | 67.5%-27.0pp | 72.0%-31.5pp | 69.6%-29.1pp |
| Annual return | 14.10% | 22.66%-8.6pp | 29.49%-15.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $279 | $1,795-84.4% | $4,310-93.5% | $2,471-88.7% |
| Participant deferral / active EE | $1,010 | $2,780-63.7% | $7,108-85.8% | $3,740-73.0% |
| Admin fee / account holder | $200 | $4,428-95.5% | $5,159-96.1% | $5,306-96.2% |