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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 | $18,739 | $43,075-56.5% | $74,577-74.9% | $62,881-70.2% |
| Participation rate | 8.0% | 58.1%-50.1pp | 68.1%-60.1pp | 69.3%-61.3pp |
| Annual return | 22.67% | 17.50%+5.2pp | 20.47%+2.2pp | 20.14%+2.5pp |
| Employer contribution / active EE | $151 | $1,498-89.9% | $2,525-94.0% | $2,281-93.4% |
| Participant deferral / active EE | $772 | $2,389-67.7% | $3,458-77.7% | $3,203-75.9% |
| Admin fee / account holder | $65 | $2,840-97.7% | $4,138-98.4% | $4,296-98.5% |