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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 | $100,139-55.5% | $85,187-47.7% | $145,884-69.5% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 23.06% | 84.15%-61.1pp | 66.67%-43.6pp | 551.85%-528.8pp |
| Employer contribution / active EE | $309 | $3,238-90.5% | $2,732-88.7% | $4,662-93.4% |
| Participant deferral / active EE | $1,157 | $5,296-78.1% | $4,525-74.4% | $6,690-82.7% |
| Admin fee / account holder | $198 | $7,262-97.3% | $6,162-96.8% | $13,392-98.5% |