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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 | $34,351 | $93,346-63.2% | $71,796-52.2% | $273,972-87.5% |
| Participation rate | 69.6% | 76.5%-7.0pp | 69.1%+0.5pp | 83.0%-13.5pp |
| Annual return | 6.66% | 130.39%-123.7pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $265 | $2,733-90.3% | $1,924-86.2% | $4,869-94.5% |
| Participant deferral / active EE | $1,483 | $3,475-57.3% | $2,794-46.9% | $5,287-72.0% |
| Admin fee / account holder | $270 | $6,571-95.9% | $4,815-94.4% | $10,133-97.3% |