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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 | $23,320 | $124,980-81.3% | $108,359-78.5% | $154,746-84.9% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 18.07% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.3pp |
| Employer contribution / active EE | $289 | $2,851-89.9% | $2,399-88.0% | $4,379-93.4% |
| Participant deferral / active EE | $2,598 | $4,743-45.2% | $4,137-37.2% | $6,730-61.4% |
| Admin fee / account holder | $78 | $11,502-99.3% | $9,741-99.2% | $14,365-99.5% |