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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 | $19,843 | $65,712-69.8% | $57,196-65.3% | $273,972-92.8% |
| Participation rate | 35.0% | 78.3%-43.3pp | 75.3%-40.3pp | 83.0%-48.0pp |
| Annual return | 7.94% | 22.01%-14.1pp | 14.59%-6.7pp | 41.46%-33.5pp |
| Employer contribution / active EE | $235 | $3,280-92.9% | $2,683-91.3% | $4,869-95.2% |
| Participant deferral / active EE | $1,554 | $3,782-58.9% | $3,096-49.8% | $5,287-70.6% |
| Admin fee / account holder | $82 | $4,838-98.3% | $3,141-97.4% | $10,133-99.2% |