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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 | $23,020 | $45,566-49.5% | $64,105-64.1% | $59,633-61.4% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | 0.78% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,317 | $2,057+61.3% | $2,822+17.6% | $3,192+3.9% |
| Admin fee / account holder | $265 | $3,268-91.9% | $4,499-94.1% | $4,297-93.8% |