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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 | $37,286 | $63,346-41.1% | $92,240-59.6% | $70,126-46.8% |
| Participation rate | 35.2% | 68.7%-33.5pp | 76.5%-41.3pp | 69.5%-34.4pp |
| Annual return | 21.75% | 530.19%-508.4pp | 176.29%-154.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $276 | $2,471-88.8% | $3,680-92.5% | $2,343-88.2% |
| Participant deferral / active EE | $1,689 | $2,854-40.8% | $3,897-56.7% | $3,332-49.3% |
| Admin fee / account holder | $28 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |