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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 | $60,378 | $77,901-22.5% | $149,717-59.7% | $75,181-19.7% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 14.60% | 31.73%-17.1pp | 134.41%-119.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $272 | $3,137-91.3% | $4,820-94.4% | $2,671-89.8% |
| Participant deferral / active EE | $2,306 | $3,411-32.4% | $5,682-59.4% | $4,126-44.1% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |