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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 | $51,200 | $133,981-61.8% | $112,249-54.4% | $134,532-61.9% |
| Participation rate | 14.3% | 78.6%-64.3pp | 75.1%-60.8pp | 81.2%-66.9pp |
| Annual return | -20.06% | 47.16%-67.2pp | 27.48%-47.5pp | 418.27%-438.3pp |
| Employer contribution / active EE | $405 | $4,040-90.0% | $3,636-88.9% | $4,741-91.5% |
| Participant deferral / active EE | $1,518 | $5,292-71.3% | $4,729-67.9% | $6,401-76.3% |
| Admin fee / account holder | $210 | $7,492-97.2% | $6,412-96.7% | $11,429-98.2% |