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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 | $41,264 | $64,324-35.9% | $118,914-65.3% | $79,856-48.3% |
| Participation rate | 43.9% | 64.9%-21.0pp | 75.4%-31.5pp | 69.6%-25.8pp |
| Annual return | 11.75% | 86.45%-74.7pp | 35.89%-24.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $347 | $1,836-81.1% | $3,264-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,488 | $2,824-47.3% | $4,266-65.1% | $3,741-60.2% |
| Admin fee / account holder | $175 | $4,040-95.7% | $6,582-97.3% | $5,306-96.7% |