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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 | $20,640 | $45,050-54.2% | $63,018-67.2% | $70,126-70.6% |
| Participation rate | 43.6% | 69.5%-25.9pp | 74.8%-31.2pp | 69.5%-25.9pp |
| Annual return | 13.58% | 18.76%-5.2pp | 87.62%-74.0pp | 73.15%-59.6pp |
| Employer contribution / active EE | $109 | $2,052-94.7% | $2,761-96.0% | $2,343-95.3% |
| Participant deferral / active EE | $1,321 | $2,466-46.4% | $3,330-60.3% | $3,332-60.4% |
| Admin fee / account holder | $49 | $2,834-98.3% | $3,601-98.6% | $4,645-98.9% |