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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 | $84,651 | $85,171-0.6% | $172,752-51.0% | $72,975+16.0% |
| Participation rate | 43.6% | 70.1%-26.5pp | 82.6%-39.1pp | 69.5%-25.9pp |
| Annual return | 18.08% | 27.32%-9.2pp | 802.97%-784.9pp | 81.01%-62.9pp |
| Employer contribution / active EE | $274 | $3,324-91.8% | $5,144-94.7% | $2,440-88.8% |
| Participant deferral / active EE | $2,229 | $3,260-31.6% | $5,198-57.1% | $3,608-38.2% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |