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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 | $81,755 | $85,171-4.0% | $172,752-52.7% | $72,975+12.0% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 19.99% | 27.32%-7.3pp | 802.97%-783.0pp | 81.01%-61.0pp |
| Employer contribution / active EE | $329 | $3,324-90.1% | $5,144-93.6% | $2,440-86.5% |
| Participant deferral / active EE | $1,048 | $3,260-67.9% | $5,198-79.8% | $3,608-71.0% |
| Admin fee / account holder | $4 | $5,880-99.9% | $13,955-100.0% | $5,124-99.9% |