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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 | $14,995 | $58,627-74.4% | $76,735-80.5% | $82,448-81.8% |
| Participation rate | 48.3% | 63.2%-14.9pp | 69.5%-21.2pp | 68.1%-19.8pp |
| Annual return | 19.02% | 39.10%-20.1pp | 29.77%-10.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $272 | $1,729-84.3% | $2,454-88.9% | $2,551-89.3% |
| Participant deferral / active EE | $1,844 | $3,134-41.2% | $4,088-54.9% | $4,139-55.5% |
| Admin fee / account holder | $26 | $5,323-99.5% | $7,189-99.6% | $7,234-99.6% |