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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 | $23,187 | $56,894-59.2% | $84,753-72.6% | $62,881-63.1% |
| Participation rate | 49.2% | 68.5%-19.3pp | 76.6%-27.4pp | 69.3%-20.1pp |
| Annual return | 6.67% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $167 | $2,400-93.0% | $3,574-95.3% | $2,281-92.7% |
| Participant deferral / active EE | $1,342 | $2,709-50.5% | $3,712-63.8% | $3,203-58.1% |
| Admin fee / account holder | $250 | $3,581-93.0% | $5,333-95.3% | $4,296-94.2% |