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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 | $35,175 | $75,962-53.7% | $154,108-77.2% | $64,173-45.2% |
| Participation rate | 21.6% | 70.4%-48.8pp | 83.0%-61.4pp | 69.6%-47.9pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $314 | $3,350-90.6% | $5,298-94.1% | $2,381-86.8% |
| Participant deferral / active EE | $1,095 | $3,175-65.5% | $5,081-78.4% | $3,470-68.4% |
| Admin fee / account holder | $53 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |