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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 | $14,178 | $27,243-48.0% | $52,425-73.0% | $79,634-82.2% |
| Participation rate | 4.1% | 22.4%-18.4pp | 55.6%-51.6pp | 62.5%-58.4pp |
| Annual return | 22.46% | 63.36%-40.9pp | 302.12%-279.7pp | 36.46%-14.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $179 | $636-71.9% | $1,790-90.0% | $3,835-95.3% |
| Admin fee / account holder | $106 | $2,105-95.0% | $2,495-95.8% | $1,002-89.5% |