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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 | $21,919 | $56,894-61.5% | $84,753-74.1% | $62,881-65.1% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 9.41% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $338 | $2,400-85.9% | $3,574-90.6% | $2,281-85.2% |
| Participant deferral / active EE | $1,470 | $2,709-45.7% | $3,712-60.4% | $3,203-54.1% |
| Admin fee / account holder | $166 | $3,581-95.4% | $5,333-96.9% | $4,296-96.1% |