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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 | $32,047 | $78,707-59.3% | $117,861-72.8% | $70,126-54.3% |
| Participation rate | 51.4% | 73.2%-21.8pp | 79.7%-28.2pp | 69.5%-18.1pp |
| Annual return | 17.61% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $306 | $2,223-86.2% | $3,786-91.9% | $2,343-86.9% |
| Participant deferral / active EE | $3,443 | $3,297+4.4% | $4,482-23.2% | $3,332+3.3% |
| Admin fee / account holder | $170 | $5,066-96.6% | $8,021-97.9% | $4,645-96.3% |