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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 | $26,273 | $58,241-54.9% | $81,780-67.9% | $80,911-67.5% |
| Participation rate | 45.7% | 63.4%-17.8pp | 72.4%-26.7pp | 67.6%-22.0pp |
| Annual return | 13.19% | 41.73%-28.5pp | 776.27%-763.1pp | 35.63%-22.4pp |
| Employer contribution / active EE | $173 | $2,343-92.6% | $2,914-94.1% | $2,756-93.7% |
| Participant deferral / active EE | $1,758 | $3,283-46.5% | $4,321-59.3% | $4,297-59.1% |
| Admin fee / account holder | $23 | $4,973-99.5% | $7,384-99.7% | $6,935-99.7% |