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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 | $27,570 | $77,449-64.4% | $69,483-60.3% | $152,909-82.0% |
| Participation rate | 36.4% | 78.1%-41.7pp | 74.6%-38.2pp | 82.5%-46.1pp |
| Annual return | 5.69% | 39.09%-33.4pp | 28.99%-23.3pp | 345.46%-339.8pp |
| Employer contribution / active EE | $140 | $3,316-95.8% | $2,780-95.0% | $4,764-97.1% |
| Participant deferral / active EE | $1,067 | $4,415-75.8% | $3,537-69.8% | $5,851-81.8% |
| Admin fee / account holder | $190 | $6,210-96.9% | $3,841-95.1% | $11,601-98.4% |