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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 | $9,568 | $59,440-83.9% | $78,004-87.7% | $82,637-88.4% |
| Participation rate | 40.4% | 62.8%-22.4pp | 69.4%-29.0pp | 68.1%-27.6pp |
| Annual return | 23.35% | 40.24%-16.9pp | 31.07%-7.7pp | 53.51%-30.2pp |
| Employer contribution / active EE | $132 | $1,750-92.4% | $2,469-94.6% | $2,552-94.8% |
| Participant deferral / active EE | $1,303 | $3,138-58.5% | $4,092-68.1% | $4,126-68.4% |
| Admin fee / account holder | $91 | $5,504-98.3% | $7,578-98.8% | $7,339-98.8% |