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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 | $29,036 | $108,882-73.3% | $96,754-70.0% | $154,746-81.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 70.3%-25.8pp | 80.7%-36.3pp |
| Annual return | 12.74% | 98.39%-85.6pp | 82.04%-69.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | -$1,090 | $3,018-136.1% | $2,679-140.7% | $4,379-124.9% |
| Participant deferral / active EE | $5,173 | $5,323-2.8% | $4,758+8.7% | $6,730-23.1% |
| Admin fee / account holder | $94 | $10,200-99.1% | $8,905-98.9% | $14,365-99.3% |