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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 | $8,953 | $87,166-89.7% | $76,735-88.3% | $137,256-93.5% |
| Participation rate | 46.7% | 74.4%-27.7pp | 69.5%-22.8pp | 80.0%-33.3pp |
| Annual return | 21.26% | 26.50%-5.2pp | 29.77%-8.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $187 | $2,904-93.6% | $2,454-92.4% | $4,156-95.5% |
| Participant deferral / active EE | $1,410 | $4,726-70.2% | $4,088-65.5% | $6,407-78.0% |
| Admin fee / account holder | $287 | $8,403-96.6% | $7,189-96.0% | $12,270-97.7% |