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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 | $26,395 | $62,672-57.9% | $185,117-85.7% | $70,126-62.4% |
| Participation rate | 44.4% | 63.8%-19.3pp | 77.3%-32.8pp | 69.5%-25.1pp |
| Annual return | 18.40% | 40.79%-22.4pp | 40.50%-22.1pp | 73.15%-54.7pp |
| Employer contribution / active EE | $138 | $1,753-92.1% | $4,182-96.7% | $2,343-94.1% |
| Participant deferral / active EE | $1,405 | $3,272-57.1% | $5,045-72.2% | $3,332-57.8% |
| Admin fee / account holder | $221 | $3,932-94.4% | $8,159-97.3% | $4,645-95.2% |