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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 | $47,883 | $66,223-27.7% | - | $152,897-68.7% |
| Participation rate | 5.9% | 72.4%-66.5pp | - | 82.5%-76.6pp |
| Annual return | 34.40% | 27.69%+6.7pp | - | 345.43%-311.0pp |
| Employer contribution / active EE | $146 | $2,777-94.7% | - | $4,764-96.9% |
| Participant deferral / active EE | $1,118 | $4,140-73.0% | - | $5,851-80.9% |
| Admin fee / account holder | $176 | $4,664-96.2% | - | $11,599-98.5% |