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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 | $23,727 | $71,230-66.7% | $93,727-74.7% | $80,959-70.7% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.7%-45.4pp |
| Annual return | 25.67% | 11.26%+14.4pp | 133.83%-108.2pp | 35.67%-10.0pp |
| Employer contribution / active EE | $322 | $1,565-79.4% | $2,421-86.7% | $2,757-88.3% |
| Participant deferral / active EE | $1,838 | $4,037-54.5% | $4,417-58.4% | $4,300-57.3% |
| Admin fee / account holder | $34 | $6,961-99.5% | $8,292-99.6% | $6,925-99.5% |