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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 | $36,150 | $55,902-35.3% | $76,030-52.5% | $80,959-55.3% |
| Participation rate | 17.9% | 62.1%-44.2pp | 69.1%-51.2pp | 67.7%-49.8pp |
| Annual return | 12.37% | 20.59%-8.2pp | 361.54%-349.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $286 | $1,867-84.7% | $2,688-89.4% | $2,757-89.6% |
| Participant deferral / active EE | $2,217 | $3,051-27.3% | $4,257-47.9% | $4,300-48.4% |
| Admin fee / account holder | $228 | $5,239-95.6% | $6,421-96.4% | $6,925-96.7% |