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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 | $23,125 | $81,487-71.6% | $102,412-77.4% | $80,935-71.4% |
| Participation rate | 17.1% | 66.8%-49.7pp | 74.5%-57.4pp | 67.7%-50.5pp |
| Annual return | 14.33% | 25.60%-11.3pp | 24.94%-10.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $442 | $3,103-85.7% | $3,870-88.6% | $2,757-84.0% |
| Participant deferral / active EE | $1,712 | $3,871-55.8% | $5,060-66.2% | $4,299-60.2% |
| Admin fee / account holder | $123 | $6,717-98.2% | $8,388-98.5% | $6,924-98.2% |