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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 | $24,536 | $65,395-62.5% | $182,558-86.6% | $72,976-66.4% |
| Participation rate | 47.2% | 65.4%-18.3pp | 78.0%-30.8pp | 69.5%-22.3pp |
| Annual return | 25.58% | 27.68%-2.1pp | 148.59%-123.0pp | 81.02%-55.4pp |
| Employer contribution / active EE | $160 | $1,911-91.6% | $4,076-96.1% | $2,440-93.4% |
| Participant deferral / active EE | $1,659 | $3,563-53.4% | $5,526-70.0% | $3,608-54.0% |
| Admin fee / account holder | $200 | $4,245-95.3% | $8,594-97.7% | $5,124-96.1% |