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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 | $23,738 | $63,845-62.8% | $81,370-70.8% | $80,959-70.7% |
| Participation rate | 20.6% | 63.9%-43.3pp | 69.5%-49.0pp | 67.7%-47.1pp |
| Annual return | 17.82% | 16.37%+1.5pp | 24.85%-7.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $285 | $1,980-85.6% | $2,464-88.4% | $2,757-89.7% |
| Participant deferral / active EE | $1,816 | $3,093-41.3% | $3,885-53.3% | $4,300-57.8% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |