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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 | $29,622 | $84,236-64.8% | $170,435-82.6% | $70,126-57.8% |
| Participation rate | 30.9% | 70.8%-40.0pp | 83.6%-52.7pp | 69.5%-38.7pp |
| Annual return | 27.43% | 23.06%+4.4pp | 205.94%-178.5pp | 73.15%-45.7pp |
| Employer contribution / active EE | $195 | $3,387-94.2% | $5,432-96.4% | $2,343-91.7% |
| Participant deferral / active EE | $3,299 | $3,086+6.9% | $4,939-33.2% | $3,332-1.0% |
| Admin fee / account holder | $220 | $5,698-96.1% | $13,881-98.4% | $4,645-95.3% |