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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 | $15,903 | $39,132-59.4% | $57,196-72.2% | $62,881-74.7% |
| Participation rate | 62.5% | 70.5%-8.0pp | 75.3%-12.8pp | 69.3%-6.8pp |
| Annual return | 7.61% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $176 | $1,874-90.6% | $2,683-93.4% | $2,281-92.3% |
| Participant deferral / active EE | $1,319 | $2,374-44.4% | $3,096-57.4% | $3,203-58.8% |
| Admin fee / account holder | $70 | $2,594-97.3% | $3,141-97.8% | $4,296-98.4% |