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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 | $46,818 | $102,638-54.4% | $81,991-42.9% | $158,966-70.5% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 11.85% | 61.05%-49.2pp | 41.31%-29.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $305 | $3,241-90.6% | $2,498-87.8% | $4,762-93.6% |
| Participant deferral / active EE | $1,660 | $4,649-64.3% | $3,722-55.4% | $5,983-72.3% |
| Admin fee / account holder | $157 | $8,237-98.1% | $5,665-97.2% | $11,250-98.6% |