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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 | $29,688 | $50,554-41.3% | $67,681-56.1% | $87,485-66.1% |
| Participation rate | 21.4% | 67.7%-46.3pp | 73.7%-52.3pp | 68.9%-47.5pp |
| Annual return | 20.89% | 17.81%+3.1pp | 590.58%-569.7pp | 26.06%-5.2pp |
| Employer contribution / active EE | $409 | $1,988-79.5% | $2,678-84.7% | $2,596-84.3% |
| Participant deferral / active EE | $1,182 | $2,961-60.1% | $3,976-70.3% | $4,274-72.4% |
| Admin fee / account holder | $97 | $4,132-97.6% | $6,100-98.4% | $7,775-98.7% |