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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 | $38,682 | $58,828-34.2% | $78,002-50.4% | $62,881-38.5% |
| Participation rate | 16.7% | 71.1%-54.4pp | 75.5%-58.9pp | 69.3%-52.6pp |
| Annual return | 7.78% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $129 | $1,672-92.3% | $2,470-94.8% | $2,281-94.3% |
| Participant deferral / active EE | $1,404 | $2,686-47.7% | $3,497-59.9% | $3,203-56.2% |
| Admin fee / account holder | $5 | $4,393-99.9% | $5,481-99.9% | $4,296-99.9% |