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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 | $29,003 | $75,832-61.8% | $147,617-80.4% | $59,633-51.4% |
| Participation rate | 27.9% | 71.6%-43.6pp | 84.6%-56.7pp | 68.7%-40.7pp |
| Annual return | -1.06% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $328 | $3,485-90.6% | $5,564-94.1% | $2,203-85.1% |
| Participant deferral / active EE | $1,045 | $3,131-66.6% | $4,895-78.6% | $3,192-67.3% |
| Admin fee / account holder | $116 | $5,986-98.1% | $11,612-99.0% | $4,297-97.3% |