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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 | $38,161 | $82,314-53.6% | $68,808-44.5% | $134,532-71.6% |
| Participation rate | 36.4% | 75.1%-38.7pp | 69.0%-32.7pp | 81.2%-44.9pp |
| Annual return | 73.18% | -2.18%+75.4pp | -6.37%+79.5pp | 418.27%-345.1pp |
| Employer contribution / active EE | $442 | $3,301-86.6% | $2,656-83.4% | $4,741-90.7% |
| Participant deferral / active EE | $1,376 | $4,740-71.0% | $3,942-65.1% | $6,401-78.5% |
| Admin fee / account holder | $17 | $6,484-99.7% | $4,936-99.7% | $11,429-99.9% |