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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 | $24,171 | $35,183-31.3% | $73,550-67.1% | $70,126-65.5% |
| Participation rate | 22.6% | 42.9%-20.4pp | 54.9%-32.3pp | 69.5%-47.0pp |
| Annual return | 19.05% | 26.90%-7.9pp | -15.16%+34.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $85 | $709-88.0% | $1,219-93.0% | $2,343-96.4% |
| Participant deferral / active EE | $790 | $1,220-35.2% | $1,804-56.2% | $3,332-76.3% |
| Admin fee / account holder | $48 | $2,302-97.9% | $2,320-97.9% | $4,645-99.0% |