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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 | $14,271 | $91,198-84.4% | $178,503-92.0% | $79,856-82.1% |
| Participation rate | 27.5% | 69.2%-41.7pp | 81.9%-54.4pp | 69.6%-42.1pp |
| Annual return | 29.70% | 24.20%+5.5pp | 151.12%-121.4pp | 31.71%-2.0pp |
| Employer contribution / active EE | $304 | $3,257-90.7% | $5,011-93.9% | $2,471-87.7% |
| Participant deferral / active EE | $1,386 | $3,237-57.2% | $5,202-73.4% | $3,741-63.0% |
| Admin fee / account holder | $172 | $6,748-97.5% | $13,987-98.8% | $5,306-96.8% |