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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 | $29,892 | $86,050-65.3% | $189,758-84.2% | $94,015-68.2% |
| Participation rate | 27.3% | 68.9%-41.6pp | 79.8%-52.5pp | 70.8%-43.5pp |
| Annual return | 18.58% | 17.77%+0.8pp | 52.62%-34.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $211 | $2,819-92.5% | $4,767-95.6% | $2,790-92.4% |
| Participant deferral / active EE | $1,698 | $3,349-49.3% | $5,856-71.0% | $4,249-60.0% |
| Admin fee / account holder | $145 | $6,627-97.8% | $20,388-99.3% | $8,951-98.4% |