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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 | $62,249 | $85,766-27.4% | $136,298-54.3% | $70,126-11.2% |
| Participation rate | 40.6% | 74.2%-33.5pp | 81.9%-41.3pp | 69.5%-28.9pp |
| Annual return | 20.43% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $213 | $2,966-92.8% | $4,696-95.5% | $2,343-90.9% |
| Participant deferral / active EE | $4,247 | $5,051-15.9% | $6,247-32.0% | $3,332+27.5% |
| Admin fee / account holder | $220 | $5,421-95.9% | $9,244-97.6% | $4,645-95.3% |