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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 | $42,590 | $90,400-52.9% | $186,193-77.1% | $87,485-51.3% |
| Participation rate | 44.0% | 66.2%-22.2pp | 77.1%-33.1pp | 68.9%-24.9pp |
| Annual return | 13.24% | 22.15%-8.9pp | 78.03%-64.8pp | 26.06%-12.8pp |
| Employer contribution / active EE | $324 | $2,170-85.1% | $3,918-91.7% | $2,596-87.5% |
| Participant deferral / active EE | $2,054 | $4,330-52.6% | $6,513-68.5% | $4,274-51.9% |
| Admin fee / account holder | $198 | $8,673-97.7% | $11,058-98.2% | $7,775-97.4% |