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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 | $39,221 | $96,508-59.4% | $75,901-48.3% | $152,897-74.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 17.82% | 33.99%-16.2pp | 30.76%-12.9pp | 345.43%-327.6pp |
| Employer contribution / active EE | $355 | $3,310-89.3% | $2,501-85.8% | $4,764-92.5% |
| Participant deferral / active EE | $1,290 | $4,554-71.7% | $3,603-64.2% | $5,851-78.0% |
| Admin fee / account holder | $242 | $8,081-97.0% | $5,420-95.5% | $11,599-97.9% |