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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 | $17,197 | $46,599-63.1% | $64,101-73.2% | $75,173-77.1% |
| Participation rate | 9.8% | 65.9%-56.2pp | 72.3%-62.6pp | 67.2%-57.4pp |
| Annual return | 21.46% | 26.06%-4.6pp | 33.72%-12.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $155 | $1,975-92.1% | $2,749-94.3% | $2,671-94.2% |
| Participant deferral / active EE | $1,636 | $2,837-42.3% | $3,881-57.8% | $4,126-60.3% |
| Admin fee / account holder | $70 | $2,956-97.6% | $3,070-97.7% | $5,651-98.8% |