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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 | $43,823 | $61,815-29.1% | $97,295-55.0% | $80,959-45.9% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.7%-44.1pp | 67.7%-39.1pp |
| Annual return | 17.35% | -558.73%+576.1pp | 75.62%-58.3pp | 35.67%-18.3pp |
| Employer contribution / active EE | $261 | $1,836-85.8% | $2,723-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $2,118 | $3,027-30.0% | $4,264-50.3% | $4,300-50.8% |
| Admin fee / account holder | $144 | $5,166-97.2% | $5,646-97.5% | $6,925-97.9% |