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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 | $44,657 | $41,150+8.5% | $80,627-44.6% | $71,511-37.6% |
| Participation rate | 9.5% | 50.3%-40.8pp | 67.0%-57.5pp | 67.9%-58.4pp |
| Annual return | 20.98% | 38.48%-17.5pp | 936.76%-915.8pp | 28.86%-7.9pp |
| Employer contribution / active EE | $185 | $1,515-87.8% | $2,723-93.2% | $2,589-92.8% |
| Participant deferral / active EE | $815 | $2,701-69.8% | $4,443-81.7% | $4,291-81.0% |
| Admin fee / account holder | $138 | $1,841-92.5% | $5,381-97.4% | $1,588-91.3% |