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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 | $31,477 | $65,555-52.0% | $86,216-63.5% | $75,173-58.1% |
| Participation rate | 28.6% | 60.5%-31.9pp | 69.0%-40.4pp | 67.2%-38.6pp |
| Annual return | 15.71% | 46.07%-30.4pp | 1169.42%-1153.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $280 | $1,553-82.0% | $2,382-88.3% | $2,671-89.5% |
| Participant deferral / active EE | $1,303 | $3,023-56.9% | $3,986-67.3% | $4,126-68.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |