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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 | $35,262 | $100,203-64.8% | $85,240-58.6% | $145,897-75.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.49% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $182 | $3,242-94.4% | $2,735-93.4% | $4,663-96.1% |
| Participant deferral / active EE | $1,098 | $5,299-79.3% | $4,527-75.7% | $6,689-83.6% |
| Admin fee / account holder | $149 | $7,265-98.0% | $6,165-97.6% | $13,390-98.9% |