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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 | $26,143 | $63,346-58.7% | $92,239-71.7% | $70,124-62.7% |
| Participation rate | 45.3% | 68.7%-23.4pp | 76.5%-31.2pp | 69.5%-24.3pp |
| Annual return | 30.39% | 530.19%-499.8pp | 176.29%-145.9pp | 73.14%-42.8pp |
| Employer contribution / active EE | $260 | $2,471-89.5% | $3,680-92.9% | $2,342-88.9% |
| Participant deferral / active EE | $1,661 | $2,854-41.8% | $3,897-57.4% | $3,332-50.1% |
| Admin fee / account holder | $115 | $3,841-97.0% | $5,194-97.8% | $4,645-97.5% |