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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 | $44,372 | $102,429-56.7% | $147,096-69.8% | $80,925-45.2% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 18.66% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $419 | $3,716-88.7% | $4,936-91.5% | $2,756-84.8% |
| Participant deferral / active EE | $3,810 | $6,649-42.7% | $8,071-52.8% | $4,299-11.4% |
| Admin fee / account holder | $118 | $7,957-98.5% | $13,005-99.1% | $6,940-98.3% |