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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 | $46,202 | $51,222-9.8% | $70,544-34.5% | $75,173-38.5% |
| Participation rate | 9.1% | 61.0%-51.9pp | 68.4%-59.3pp | 67.2%-58.1pp |
| Annual return | 141.54% | 30.06%+111.5pp | 32.79%+108.7pp | 160.72%-19.2pp |
| Employer contribution / active EE | $193 | $1,827-89.5% | $2,976-93.5% | $2,671-92.8% |
| Participant deferral / active EE | $1,104 | $2,850-61.3% | $4,568-75.8% | $4,126-73.2% |
| Admin fee / account holder | $20 | $4,096-99.5% | $6,427-99.7% | $5,651-99.6% |