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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 | $74,495 | $80,812-7.8% | $160,784-53.7% | $82,448-9.6% |
| Participation rate | 40.0% | 66.2%-26.2pp | 77.0%-37.0pp | 68.1%-28.1pp |
| Annual return | 13.49% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $229 | $2,174-89.5% | $3,733-93.9% | $2,551-91.0% |
| Participant deferral / active EE | $1,933 | $4,335-55.4% | $6,293-69.3% | $4,139-53.3% |
| Admin fee / account holder | $241 | $7,695-96.9% | $9,717-97.5% | $7,234-96.7% |