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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 | $50,152 | $50,554-0.8% | $67,681-25.9% | $87,485-42.7% |
| Participation rate | 65.4% | 67.7%-2.3pp | 73.7%-8.3pp | 68.9%-3.5pp |
| Annual return | 16.38% | 17.81%-1.4pp | 590.58%-574.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $293 | $1,988-85.3% | $2,678-89.1% | $2,596-88.7% |
| Participant deferral / active EE | $1,860 | $2,961-37.2% | $3,976-53.2% | $4,274-56.5% |
| Admin fee / account holder | $8 | $4,132-99.8% | $6,100-99.9% | $7,775-99.9% |