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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 | $18,959 | $81,276-76.7% | $155,574-87.8% | $80,925-76.6% |
| Participation rate | 30.5% | 66.2%-35.8pp | 78.2%-47.7pp | 67.7%-37.2pp |
| Annual return | 11.22% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $259 | $3,103-91.7% | $4,676-94.5% | $2,756-90.6% |
| Participant deferral / active EE | $1,279 | $3,453-62.9% | $5,629-77.3% | $4,299-70.2% |
| Admin fee / account holder | $154 | $7,993-98.1% | $15,914-99.0% | $6,940-97.8% |