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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 | $58,258-54.9% | $81,820-67.9% | $80,925-67.5% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.4%-26.7pp | 67.7%-22.0pp |
| Annual return | 13.19% | 41.76%-28.6pp | 777.93%-764.7pp | 35.65%-22.5pp |
| Employer contribution / active EE | $173 | $2,345-92.6% | $2,915-94.1% | $2,756-93.7% |
| Participant deferral / active EE | $1,758 | $3,284-46.5% | $4,323-59.3% | $4,299-59.1% |
| Admin fee / account holder | $23 | $4,976-99.5% | $7,391-99.7% | $6,940-99.7% |