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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 | $6,578 | $75,541-91.3% | $152,093-95.7% | $82,637-92.0% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 26.07% | 32.56%-6.5pp | 66.36%-40.3pp | 53.51%-27.4pp |
| Employer contribution / active EE | $40 | $2,622-98.5% | $4,175-99.0% | $2,552-98.4% |
| Participant deferral / active EE | $2,070 | $3,206-35.4% | $5,451-62.0% | $4,126-49.8% |
| Admin fee / account holder | $71 | $6,405-98.9% | $14,497-99.5% | $7,339-99.0% |