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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 | $39,229 | $34,316+14.3% | $74,723-47.5% | $72,976-46.2% |
| Participation rate | 30.4% | 42.4%-12.0pp | 54.5%-24.0pp | 69.5%-39.1pp |
| Annual return | 23.38% | 26.58%-3.2pp | 753.18%-729.8pp | 81.02%-57.6pp |
| Employer contribution / active EE | $105 | $692-84.8% | $1,084-90.3% | $2,440-95.7% |
| Participant deferral / active EE | $949 | $1,272-25.4% | $1,962-51.6% | $3,608-73.7% |
| Admin fee / account holder | $83 | $2,125-96.1% | $3,335-97.5% | $5,124-98.4% |