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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 | $38,982 | $95,453-59.2% | $112,040-65.2% | $82,448-52.7% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.5%-28.3pp | 68.1%-19.9pp |
| Annual return | 14.95% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $30 | $2,318-98.7% | $2,954-99.0% | $2,551-98.8% |
| Participant deferral / active EE | $2,800 | $4,224-33.7% | $5,098-45.1% | $4,139-32.3% |
| Admin fee / account holder | $150 | $9,013-98.3% | $12,098-98.8% | $7,234-97.9% |