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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 | $57,097 | $89,370-36.1% | $141,197-59.6% | $72,976-21.8% |
| Participation rate | 49.2% | 75.1%-25.9pp | 82.5%-33.3pp | 69.5%-20.3pp |
| Annual return | 19.02% | 111.88%-92.9pp | 71.41%-52.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $220 | $3,115-92.9% | $4,736-95.4% | $2,440-91.0% |
| Participant deferral / active EE | $2,795 | $5,419-48.4% | $6,710-58.4% | $3,608-22.5% |
| Admin fee / account holder | $216 | $5,957-96.4% | $10,265-97.9% | $5,124-95.8% |