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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 | $24,310 | $77,901-68.8% | $149,717-83.8% | $75,181-67.7% |
| Participation rate | 30.0% | 65.6%-35.6pp | 78.8%-48.8pp | 67.2%-37.2pp |
| Annual return | 20.01% | 31.73%-11.7pp | 134.41%-114.4pp | 160.69%-140.7pp |
| Employer contribution / active EE | $348 | $3,137-88.9% | $4,820-92.8% | $2,671-87.0% |
| Participant deferral / active EE | $897 | $3,411-73.7% | $5,682-84.2% | $4,126-78.3% |
| Admin fee / account holder | $72 | $5,949-98.8% | $13,213-99.5% | $5,650-98.7% |