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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 | $35,970 | $57,590-37.5% | $86,233-58.3% | $82,448-56.4% |
| Participation rate | 21.1% | 57.9%-36.8pp | 69.0%-48.0pp | 68.1%-47.0pp |
| Annual return | 19.60% | 22.41%-2.8pp | 61.39%-41.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $33 | $1,655-98.0% | $2,504-98.7% | $2,551-98.7% |
| Participant deferral / active EE | $1,068 | $3,080-65.3% | $4,559-76.6% | $4,139-74.2% |
| Admin fee / account holder | $235 | $4,730-95.0% | $8,342-97.2% | $7,234-96.8% |