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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 | $26,755 | $39,132-31.6% | $57,196-53.2% | $62,881-57.5% |
| Participation rate | 16.7% | 70.5%-53.8pp | 75.3%-58.7pp | 69.3%-52.6pp |
| Annual return | 8.44% | 9.24%-0.8pp | 14.59%-6.2pp | 20.14%-11.7pp |
| Employer contribution / active EE | $278 | $1,874-85.2% | $2,683-89.6% | $2,281-87.8% |
| Participant deferral / active EE | $833 | $2,374-64.9% | $3,096-73.1% | $3,203-74.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |