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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 | $30,032 | $98,766-69.6% | $149,730-79.9% | $79,852-62.4% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.6%-21.4pp |
| Annual return | 16.57% | 27.43%-10.9pp | 276.70%-260.1pp | 31.72%-15.2pp |
| Employer contribution / active EE | $256 | $3,217-92.0% | $4,645-94.5% | $2,471-89.6% |
| Participant deferral / active EE | $2,428 | $5,681-57.3% | $6,843-64.5% | $3,740-35.1% |
| Admin fee / account holder | $110 | $6,052-98.2% | $9,310-98.8% | $5,306-97.9% |