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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 | $18,332 | $39,132-53.2% | $57,196-67.9% | $62,881-70.8% |
| Participation rate | 41.2% | 70.5%-29.3pp | 75.3%-34.2pp | 69.3%-28.1pp |
| Annual return | 8.06% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $48 | $1,874-97.5% | $2,683-98.2% | $2,281-97.9% |
| Participant deferral / active EE | $943 | $2,374-60.3% | $3,096-69.5% | $3,203-70.6% |
| Admin fee / account holder | $9 | $2,594-99.6% | $3,141-99.7% | $4,296-99.8% |