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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 | $37,619 | $77,962-51.7% | $178,540-78.9% | $80,935-53.5% |
| Participation rate | 31.7% | 65.7%-34.0pp | 77.1%-45.4pp | 67.7%-36.0pp |
| Annual return | 28.57% | 18.10%+10.5pp | 27.15%+1.4pp | 35.66%-7.1pp |
| Employer contribution / active EE | $276 | $2,280-87.9% | $3,953-93.0% | $2,757-90.0% |
| Participant deferral / active EE | $1,731 | $4,404-60.7% | $6,281-72.4% | $4,299-59.7% |
| Admin fee / account holder | $197 | $7,156-97.2% | $10,424-98.1% | $6,924-97.2% |