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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 | $11,128 | $51,638-78.5% | $68,368-83.7% | $82,448-86.5% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 16.85% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4 | $2,047-99.8% | $2,649-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $859 | $2,914-70.5% | $4,123-79.2% | $4,139-79.2% |
| Admin fee / account holder | $21 | $4,643-99.5% | $5,150-99.6% | $7,234-99.7% |