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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 | $11,173 | $81,358-86.3% | $155,556-92.8% | $80,959-86.2% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 16.92% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,367 | $3,455-31.5% | $5,631-58.0% | $4,300-44.9% |
| Admin fee / account holder | $75 | $7,994-99.1% | $15,885-99.5% | $6,925-98.9% |