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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 | $49,193 | $77,901-36.9% | $149,717-67.1% | $75,181-34.6% |
| Participation rate | 11.8% | 65.6%-53.8pp | 78.8%-67.0pp | 67.2%-55.4pp |
| Annual return | 16.54% | 31.73%-15.2pp | 134.41%-117.9pp | 160.69%-144.1pp |
| Employer contribution / active EE | $146 | $3,137-95.3% | $4,820-97.0% | $2,671-94.5% |
| Participant deferral / active EE | $913 | $3,411-73.2% | $5,682-83.9% | $4,126-77.9% |
| Admin fee / account holder | $114 | $5,949-98.1% | $13,213-99.1% | $5,650-98.0% |