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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 | $34,542 | $154,159-77.6% | $130,026-73.4% | $139,456-75.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 12.85% | 32.50%-19.7pp | -137.26%+150.1pp | 373.45%-360.6pp |
| Employer contribution / active EE | $950 | $5,292-82.0% | $4,321-78.0% | $4,753-80.0% |
| Participant deferral / active EE | $5,947 | $6,710-11.4% | $5,821+2.2% | $6,711-11.4% |
| Admin fee / account holder | $0 | $14,001-100.0% | $10,608-100.0% | $11,407-100.0% |