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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 | $24,326 | $91,179-73.3% | $178,499-86.4% | $79,852-69.5% |
| Participation rate | 26.3% | 69.2%-42.9pp | 81.9%-55.6pp | 69.6%-43.3pp |
| Annual return | 22.22% | 24.19%-2.0pp | 151.10%-128.9pp | 31.72%-9.5pp |
| Employer contribution / active EE | $277 | $3,256-91.5% | $5,011-94.5% | $2,471-88.8% |
| Participant deferral / active EE | $1,405 | $3,236-56.6% | $5,202-73.0% | $3,740-62.4% |
| Admin fee / account holder | $225 | $6,749-96.7% | $13,986-98.4% | $5,306-95.8% |