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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 | $38,427 | $88,707-56.7% | $74,184-48.2% | $273,972-86.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1249.12% | 11.94%+1237.2pp | 17.74%+1231.4pp | 41.46%+1207.7pp |
| Employer contribution / active EE | $410 | $3,159-87.0% | $2,370-82.7% | $4,869-91.6% |
| Participant deferral / active EE | $2,132 | $4,212-49.4% | $3,550-39.9% | $5,287-59.7% |
| Admin fee / account holder | $31 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |