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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 | $67,111 | $93,345-28.1% | $119,126-43.7% | $87,485-23.3% |
| Participation rate | 22.9% | 68.7%-45.9pp | 75.8%-52.9pp | 68.9%-46.1pp |
| Annual return | 20.98% | 19.08%+1.9pp | 282.11%-261.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $704 | $3,172-77.8% | $4,034-82.5% | $2,596-72.9% |
| Participant deferral / active EE | $2,262 | $4,099-44.8% | $5,318-57.5% | $4,274-47.1% |
| Admin fee / account holder | $269 | $8,039-96.7% | $10,693-97.5% | $7,775-96.5% |