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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 | $11,305 | $57,119-80.2% | $85,187-86.7% | $80,935-86.0% |
| Participation rate | 62.1% | 56.4%+5.7pp | 67.5%-5.5pp | 67.7%-5.6pp |
| Annual return | 13.52% | 21.70%-8.2pp | 66.67%-53.1pp | 35.66%-22.1pp |
| Employer contribution / active EE | $27 | $1,802-98.5% | $2,732-99.0% | $2,757-99.0% |
| Participant deferral / active EE | $2,660 | $3,115-14.6% | $4,525-41.2% | $4,299-38.1% |
| Admin fee / account holder | $45 | $4,990-99.1% | $6,162-99.3% | $6,924-99.3% |