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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 | $30,388 | $75,541-59.8% | $152,093-80.0% | $82,637-63.2% |
| Participation rate | 32.1% | 66.5%-34.4pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 35.29% | 32.56%+2.7pp | 66.36%-31.1pp | 53.51%-18.2pp |
| Employer contribution / active EE | $118 | $2,622-95.5% | $4,175-97.2% | $2,552-95.4% |
| Participant deferral / active EE | $971 | $3,206-69.7% | $5,451-82.2% | $4,126-76.5% |
| Admin fee / account holder | $35 | $6,405-99.5% | $14,497-99.8% | $7,339-99.5% |