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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 | $38,006 | $168,635-77.5% | $147,617-74.3% | $125,389-69.7% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -0.23% | 77.65%-77.9pp | 61.98%-62.2pp | 282.24%-282.5pp |
| Employer contribution / active EE | $59 | $6,252-99.1% | $5,564-98.9% | $4,866-98.8% |
| Participant deferral / active EE | $1,994 | $5,507-63.8% | $4,895-59.3% | $5,352-62.7% |
| Admin fee / account holder | $28 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |