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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 | $17,305 | $115,225-85.0% | $100,712-82.8% | $138,895-87.5% |
| Participation rate | 35.0% | 74.3%-39.3pp | 69.3%-34.3pp | 79.9%-44.9pp |
| Annual return | 21.00% | 40.35%-19.3pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $446 | $2,771-83.9% | $2,313-80.7% | $4,194-89.4% |
| Participant deferral / active EE | $1,360 | $4,699-71.1% | $4,085-66.7% | $6,396-78.7% |
| Admin fee / account holder | $59 | $10,844-99.5% | $9,256-99.4% | $12,562-99.5% |