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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 | $43,911 | $117,846-62.7% | $102,434-57.1% | $145,884-69.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.99% | 31.90%-18.9pp | 29.46%-16.5pp | 551.85%-538.9pp |
| Employer contribution / active EE | $765 | $3,615-78.8% | $3,023-74.7% | $4,662-83.6% |
| Participant deferral / active EE | $2,335 | $5,733-59.3% | $5,055-53.8% | $6,690-65.1% |
| Admin fee / account holder | $46 | $13,356-99.7% | $9,462-99.5% | $13,392-99.7% |