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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 | $46,708 | $81,233-42.5% | $155,567-70.0% | $80,874-42.2% |
| Participation rate | 12.5% | 66.2%-53.7pp | 78.2%-65.7pp | 67.6%-55.1pp |
| Annual return | 12.71% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $231 | $3,101-92.6% | $4,674-95.1% | $2,756-91.6% |
| Participant deferral / active EE | $933 | $3,452-73.0% | $5,628-83.4% | $4,297-78.3% |
| Admin fee / account holder | $19 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |