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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 | $13,775 | $81,331-83.1% | $155,534-91.1% | $80,935-83.0% |
| Participation rate | 44.7% | 66.3%-21.6pp | 78.2%-33.5pp | 67.7%-23.0pp |
| Annual return | 17.25% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $345 | $3,105-88.9% | $4,675-92.6% | $2,757-87.5% |
| Participant deferral / active EE | $1,813 | $3,454-47.5% | $5,630-67.8% | $4,299-57.8% |
| Admin fee / account holder | $256 | $7,999-96.8% | $15,900-98.4% | $6,924-96.3% |