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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 | $32,634 | $71,230-54.2% | $93,727-65.2% | $80,959-59.7% |
| Participation rate | 29.4% | 60.4%-31.0pp | 68.7%-39.3pp | 67.7%-38.3pp |
| Annual return | 13.71% | 11.26%+2.5pp | 133.83%-120.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $349 | $1,565-77.7% | $2,421-85.6% | $2,757-87.3% |
| Participant deferral / active EE | $1,468 | $4,037-63.6% | $4,417-66.8% | $4,300-65.9% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |