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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 | $15,329 | $54,757-72.0% | $90,304-83.0% | $72,975-79.0% |
| Participation rate | 48.5% | 65.2%-16.7pp | 73.3%-24.8pp | 69.5%-21.0pp |
| Annual return | 24.96% | 30.63%-5.7pp | 78.13%-53.2pp | 81.01%-56.1pp |
| Employer contribution / active EE | $219 | $2,093-89.6% | $2,855-92.3% | $2,440-91.0% |
| Participant deferral / active EE | $2,370 | $2,887-17.9% | $3,885-39.0% | $3,608-34.3% |
| Admin fee / account holder | $153 | $3,973-96.1% | $5,354-97.1% | $5,124-97.0% |