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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 | $17,368 | $58,627-70.4% | $76,735-77.4% | $82,448-78.9% |
| Participation rate | 28.6% | 63.2%-34.6pp | 69.5%-40.9pp | 68.1%-39.5pp |
| Annual return | 19.08% | 39.10%-20.0pp | 29.77%-10.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $288 | $1,729-83.3% | $2,454-88.3% | $2,551-88.7% |
| Participant deferral / active EE | $1,221 | $3,134-61.0% | $4,088-70.1% | $4,139-70.5% |
| Admin fee / account holder | $71 | $5,323-98.7% | $7,189-99.0% | $7,234-99.0% |