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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 | $68,069 | $29,667+129.4% | $56,441+20.6% | $80,874-15.8% |
| Participation rate | 8.1% | 41.7%-33.6pp | 52.5%-44.4pp | 67.6%-59.5pp |
| Annual return | 10.84% | 35.22%-24.4pp | 1704.21%-1693.4pp | 35.62%-24.8pp |
| Employer contribution / active EE | $77 | $669-88.6% | $1,039-92.6% | $2,756-97.2% |
| Participant deferral / active EE | $1,057 | $1,227-13.8% | $1,953-45.9% | $4,297-75.4% |
| Admin fee / account holder | $270 | $2,429-88.9% | $2,829-90.5% | $6,935-96.1% |