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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 | $50,307 | $91,198-44.8% | $178,503-71.8% | $79,856-37.0% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 25.02% | 24.20%+0.8pp | 151.12%-126.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $61 | $3,257-98.1% | $5,011-98.8% | $2,471-97.5% |
| Participant deferral / active EE | $1,869 | $3,237-42.2% | $5,202-64.1% | $3,741-50.0% |
| Admin fee / account holder | $91 | $6,748-98.7% | $13,987-99.3% | $5,306-98.3% |