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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 | $33,800 | $85,766-60.6% | $136,298-75.2% | $70,126-51.8% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 16.31% | 31.46%-15.1pp | 5156.27%-5140.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $8 | $2,966-99.7% | $4,696-99.8% | $2,343-99.7% |
| Participant deferral / active EE | $2,954 | $5,051-41.5% | $6,247-52.7% | $3,332-11.3% |
| Admin fee / account holder | $246 | $5,421-95.5% | $9,244-97.3% | $4,645-94.7% |