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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 | $46,170 | $96,508-52.2% | $75,901-39.2% | $152,897-69.8% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.3%-55.0pp | 82.5%-68.2pp |
| Annual return | 23.77% | 33.99%-10.2pp | 30.76%-7.0pp | 345.43%-321.7pp |
| Employer contribution / active EE | $214 | $3,310-93.5% | $2,501-91.4% | $4,764-95.5% |
| Participant deferral / active EE | $4,348 | $4,554-4.5% | $3,603+20.7% | $5,851-25.7% |
| Admin fee / account holder | $21 | $8,081-99.7% | $5,420-99.6% | $11,599-99.8% |