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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 | $22,569 | $84,233-73.2% | $170,436-86.8% | $70,131-67.8% |
| Participation rate | 35.0% | 70.8%-35.8pp | 83.6%-48.6pp | 69.5%-34.5pp |
| Annual return | 26.94% | 23.06%+3.9pp | 205.94%-179.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $343 | $3,387-89.9% | $5,433-93.7% | $2,342-85.4% |
| Participant deferral / active EE | $1,077 | $3,086-65.1% | $4,939-78.2% | $3,332-67.7% |
| Admin fee / account holder | $281 | $5,698-95.1% | $13,880-98.0% | $4,645-94.0% |