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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 | $82,274 | $34,316+139.8% | $74,723+10.1% | $72,976+12.7% |
| Participation rate | 34.9% | 42.4%-7.5pp | 54.5%-19.6pp | 69.5%-34.6pp |
| Annual return | 23.29% | 26.58%-3.3pp | 753.18%-729.9pp | 81.02%-57.7pp |
| Employer contribution / active EE | $4 | $692-99.4% | $1,084-99.6% | $2,440-99.8% |
| Participant deferral / active EE | $2,674 | $1,272+110.3% | $1,962+36.3% | $3,608-25.9% |
| Admin fee / account holder | $58 | $2,125-97.3% | $3,335-98.3% | $5,124-98.9% |