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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 | $50,681 | $111,830-54.7% | $93,696-45.9% | $145,884-65.3% |
| Participation rate | 21.4% | 74.2%-52.8pp | 68.7%-47.3pp | 80.3%-58.9pp |
| Annual return | 13.40% | 204.08%-190.7pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $323 | $3,093-89.6% | $2,422-86.7% | $4,662-93.1% |
| Participant deferral / active EE | $1,521 | $4,920-69.1% | $4,417-65.6% | $6,690-77.3% |
| Admin fee / account holder | $50 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |