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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 | $24,966 | $62,672-60.2% | $185,117-86.5% | $70,126-64.4% |
| Participation rate | 43.1% | 63.8%-20.7pp | 77.3%-34.2pp | 69.5%-26.5pp |
| Annual return | 25.19% | 40.79%-15.6pp | 40.50%-15.3pp | 73.15%-48.0pp |
| Employer contribution / active EE | $238 | $1,753-86.4% | $4,182-94.3% | $2,343-89.8% |
| Participant deferral / active EE | $1,236 | $3,272-62.2% | $5,045-75.5% | $3,332-62.9% |
| Admin fee / account holder | $215 | $3,932-94.5% | $8,159-97.4% | $4,645-95.4% |