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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 | $42,822 | $63,346-32.4% | $92,239-53.6% | $70,124-38.9% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 16.06% | 530.19%-514.1pp | 176.29%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $272 | $2,471-89.0% | $3,680-92.6% | $2,342-88.4% |
| Participant deferral / active EE | $1,873 | $2,854-34.4% | $3,897-51.9% | $3,332-43.8% |
| Admin fee / account holder | $144 | $3,841-96.2% | $5,194-97.2% | $4,645-96.9% |