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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 | $82,920 | $93,345-11.2% | $119,126-30.4% | $87,485-5.2% |
| Participation rate | 45.2% | 68.7%-23.6pp | 75.8%-30.6pp | 68.9%-23.8pp |
| Annual return | 13.19% | 19.08%-5.9pp | 282.11%-268.9pp | 26.06%-12.9pp |
| Employer contribution / active EE | $253 | $3,172-92.0% | $4,034-93.7% | $2,596-90.3% |
| Participant deferral / active EE | $3,479 | $4,099-15.1% | $5,318-34.6% | $4,274-18.6% |
| Admin fee / account holder | $217 | $8,039-97.3% | $10,693-98.0% | $7,775-97.2% |