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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 | $56,813 | $49,976+13.7% | $66,674-14.8% | $82,637-31.3% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 15.71% | 39.09%-23.4pp | 321.24%-305.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $218 | $1,988-89.0% | $2,620-91.7% | $2,552-91.5% |
| Participant deferral / active EE | $3,128 | $2,847+9.9% | $4,084-23.4% | $4,126-24.2% |
| Admin fee / account holder | $1 | $4,594-100.0% | $5,098-100.0% | $7,339-100.0% |