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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 | $78,690-62.0% | $161,489-81.5% | $87,485-65.8% |
| Participation rate | 27.3% | 67.5%-40.2pp | 78.7%-51.4pp | 68.9%-41.7pp |
| Annual return | 18.58% | 32.74%-14.2pp | 89.72%-71.1pp | 26.06%-7.5pp |
| Employer contribution / active EE | $211 | $2,588-91.8% | $4,268-95.1% | $2,596-91.9% |
| Participant deferral / active EE | $1,698 | $3,311-48.7% | $5,630-69.8% | $4,274-60.3% |
| Admin fee / account holder | $145 | $6,724-97.8% | $16,006-99.1% | $7,775-98.1% |