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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 | $31,452 | $97,125-67.6% | $86,233-63.5% | $137,256-77.1% |
| Participation rate | 10.5% | 74.2%-63.7pp | 69.0%-58.5pp | 80.0%-69.4pp |
| Annual return | 13.92% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $245 | $2,841-91.4% | $2,504-90.2% | $4,156-94.1% |
| Participant deferral / active EE | $915 | $5,180-82.3% | $4,559-79.9% | $6,407-85.7% |
| Admin fee / account holder | $75 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |