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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 | $11,306 | $87,166-87.0% | $76,735-85.3% | $137,256-91.8% |
| Participation rate | 27.3% | 74.4%-47.1pp | 69.5%-42.2pp | 80.0%-52.7pp |
| Annual return | 18.63% | 26.50%-7.9pp | 29.77%-11.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $443 | $2,904-84.8% | $2,454-82.0% | $4,156-89.3% |
| Participant deferral / active EE | $1,395 | $4,726-70.5% | $4,088-65.9% | $6,407-78.2% |
| Admin fee / account holder | $108 | $8,403-98.7% | $7,189-98.5% | $12,270-99.1% |