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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 | $27,448 | $76,407-64.1% | $150,298-81.7% | $82,448-66.7% |
| Participation rate | 31.7% | 66.4%-34.7pp | 77.8%-46.1pp | 68.1%-36.4pp |
| Annual return | 20.35% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $168 | $2,614-93.6% | $4,154-96.0% | $2,551-93.4% |
| Participant deferral / active EE | $2,548 | $3,214-20.7% | $5,453-53.3% | $4,139-38.4% |
| Admin fee / account holder | $237 | $6,352-96.3% | $14,116-98.3% | $7,234-96.7% |