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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 | $23,562 | $154,159-84.7% | $130,026-81.9% | $139,456-83.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 21.05% | 32.50%-11.5pp | -137.26%+158.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $782 | $5,292-85.2% | $4,321-81.9% | $4,753-83.6% |
| Participant deferral / active EE | $3,982 | $6,710-40.6% | $5,821-31.6% | $6,711-40.7% |
| Admin fee / account holder | $76 | $14,001-99.5% | $10,608-99.3% | $11,407-99.3% |