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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 | $22,347 | $41,377-46.0% | $109,313-79.6% | $62,881-64.5% |
| Participation rate | 39.3% | 57.5%-18.3pp | 71.3%-32.0pp | 69.3%-30.0pp |
| Annual return | 16.33% | 11.05%+5.3pp | 22.07%-5.7pp | 20.14%-3.8pp |
| Employer contribution / active EE | $100 | $1,276-92.2% | $3,892-97.4% | $2,281-95.6% |
| Participant deferral / active EE | $1,093 | $2,045-46.5% | $3,166-65.5% | $3,203-65.9% |
| Admin fee / account holder | $10 | $2,884-99.6% | $5,666-99.8% | $4,296-99.8% |