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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 | $35,262 | $99,995-64.7% | $85,063-58.5% | $145,978-75.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.49% | 83.99%-70.5pp | 66.54%-53.0pp | 550.52%-537.0pp |
| Employer contribution / active EE | $182 | $3,231-94.4% | $2,727-93.3% | $4,662-96.1% |
| Participant deferral / active EE | $1,098 | $5,295-79.3% | $4,523-75.7% | $6,690-83.6% |
| Admin fee / account holder | $149 | $7,255-97.9% | $6,155-97.6% | $13,400-98.9% |