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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 | $55,937 | $89,259-37.3% | $107,187-47.8% | $82,637-32.3% |
| Participation rate | 36.7% | 67.9%-31.3pp | 75.0%-38.4pp | 68.1%-31.4pp |
| Annual return | 15.67% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.8pp |
| Employer contribution / active EE | $47 | $3,080-98.5% | $3,782-98.8% | $2,552-98.2% |
| Participant deferral / active EE | $2,578 | $4,037-36.1% | $5,096-49.4% | $4,126-37.5% |
| Admin fee / account holder | $247 | $7,381-96.7% | $9,162-97.3% | $7,339-96.6% |