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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 | $81,358-42.6% | $155,556-70.0% | $80,959-42.3% |
| Participation rate | 12.5% | 66.3%-53.8pp | 78.2%-65.7pp | 67.7%-55.2pp |
| Annual return | 12.71% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $231 | $3,106-92.6% | $4,675-95.1% | $2,757-91.6% |
| Participant deferral / active EE | $933 | $3,455-73.0% | $5,631-83.4% | $4,300-78.3% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |