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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 | $34,881 | $84,233-58.6% | $170,436-79.5% | $70,131-50.3% |
| Participation rate | 59.6% | 70.8%-11.3pp | 83.6%-24.0pp | 69.5%-10.0pp |
| Annual return | 44.44% | 23.06%+21.4pp | 205.94%-161.5pp | 73.14%-28.7pp |
| Employer contribution / active EE | $230 | $3,387-93.2% | $5,433-95.8% | $2,342-90.2% |
| Participant deferral / active EE | $1,733 | $3,086-43.8% | $4,939-64.9% | $3,332-48.0% |
| Admin fee / account holder | $32 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |