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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 | $27,295 | $62,672-56.4% | $185,117-85.3% | $70,126-61.1% |
| Participation rate | 63.3% | 63.8%-0.4pp | 77.3%-13.9pp | 69.5%-6.2pp |
| Annual return | 15.31% | 40.79%-25.5pp | 40.50%-25.2pp | 73.15%-57.8pp |
| Employer contribution / active EE | $248 | $1,753-85.8% | $4,182-94.1% | $2,343-89.4% |
| Participant deferral / active EE | $2,882 | $3,272-11.9% | $5,045-42.9% | $3,332-13.5% |
| Admin fee / account holder | $66 | $3,932-98.3% | $8,159-99.2% | $4,645-98.6% |