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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 | $47,709 | $96,236-50.4% | $136,072-64.9% | $80,935-41.1% |
| Participation rate | 14.1% | 71.2%-57.1pp | 76.4%-62.4pp | 67.7%-53.6pp |
| Annual return | 17.58% | 28.74%-11.2pp | 580.46%-562.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $331 | $3,350-90.1% | $4,216-92.2% | $2,757-88.0% |
| Participant deferral / active EE | $2,300 | $5,709-59.7% | $7,028-67.3% | $4,299-46.5% |
| Admin fee / account holder | $64 | $8,250-99.2% | $6,718-99.1% | $6,924-99.1% |