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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 | $19,275 | $73,787-73.9% | $98,716-80.5% | $82,448-76.6% |
| Participation rate | 25.6% | 61.4%-35.8pp | 69.3%-43.7pp | 68.1%-42.4pp |
| Annual return | 21.37% | 18.57%+2.8pp | 31.81%-10.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,421 | $3,081-53.9% | $4,048-64.9% | $4,139-65.7% |
| Admin fee / account holder | $225 | $6,500-96.5% | $8,703-97.4% | $7,234-96.9% |