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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 | $47,460 | $154,193-69.2% | $130,045-63.5% | $139,466-66.0% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.5%-63.1pp | 80.3%-64.9pp |
| Annual return | 24.16% | 32.51%-8.3pp | -137.30%+161.5pp | 373.66%-349.5pp |
| Employer contribution / active EE | $450 | $5,292-91.5% | $4,321-89.6% | $4,754-90.5% |
| Participant deferral / active EE | $2,866 | $6,709-57.3% | $5,820-50.8% | $6,712-57.3% |
| Admin fee / account holder | $147 | $13,989-98.9% | $10,600-98.6% | $11,409-98.7% |