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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 | $44,530 | $99,921-55.4% | $85,009-47.6% | $145,959-69.5% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 23.06% | 83.89%-60.8pp | 66.47%-43.4pp | 561.95%-538.9pp |
| Employer contribution / active EE | $309 | $3,233-90.5% | $2,728-88.7% | $4,661-93.4% |
| Participant deferral / active EE | $1,157 | $5,293-78.1% | $4,522-74.4% | $6,689-82.7% |
| Admin fee / account holder | $198 | $7,252-97.3% | $6,153-96.8% | $13,398-98.5% |