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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 | $36,251 | $63,346-42.8% | $92,240-60.7% | $70,126-48.3% |
| Participation rate | 64.7% | 68.7%-4.0pp | 76.5%-11.8pp | 69.5%-4.8pp |
| Annual return | 19.54% | 530.19%-510.7pp | 176.29%-156.8pp | 73.15%-53.6pp |
| Employer contribution / active EE | $364 | $2,471-85.3% | $3,680-90.1% | $2,343-84.5% |
| Participant deferral / active EE | $1,944 | $2,854-31.9% | $3,897-50.1% | $3,332-41.7% |
| Admin fee / account holder | $48 | $3,841-98.8% | $5,194-99.1% | $4,645-99.0% |