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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 | $3,238 | $51,638-93.7% | $68,368-95.3% | $82,448-96.1% |
| Participation rate | 36.1% | 63.6%-27.5pp | 73.8%-37.7pp | 68.1%-32.0pp |
| Annual return | 34.04% | 37.53%-3.5pp | 292.57%-258.5pp | 41.64%-7.6pp |
| Employer contribution / active EE | $234 | $2,047-88.6% | $2,649-91.2% | $2,551-90.8% |
| Participant deferral / active EE | $589 | $2,914-79.8% | $4,123-85.7% | $4,139-85.8% |
| Admin fee / account holder | $127 | $4,643-97.3% | $5,150-97.5% | $7,234-98.2% |