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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 | $11,542 | $81,331-85.8% | $155,534-92.6% | $80,935-85.7% |
| Participation rate | 23.8% | 66.3%-42.4pp | 78.2%-54.4pp | 67.7%-43.9pp |
| Annual return | 17.09% | 33.37%-16.3pp | 64.92%-47.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $262 | $3,105-91.6% | $4,675-94.4% | $2,757-90.5% |
| Participant deferral / active EE | $1,430 | $3,454-58.6% | $5,630-74.6% | $4,299-66.7% |
| Admin fee / account holder | $59 | $7,999-99.3% | $15,900-99.6% | $6,924-99.2% |