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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 | $75,541-63.7% | $152,093-82.0% | $82,637-66.8% |
| Participation rate | 31.7% | 66.5%-34.8pp | 77.8%-46.1pp | 68.1%-36.3pp |
| Annual return | 20.35% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $168 | $2,622-93.6% | $4,175-96.0% | $2,552-93.4% |
| Participant deferral / active EE | $2,548 | $3,206-20.5% | $5,451-53.3% | $4,126-38.2% |
| Admin fee / account holder | $237 | $6,405-96.3% | $14,497-98.4% | $7,339-96.8% |