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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 | $31,828 | $49,976-36.3% | $66,674-52.3% | $82,637-61.5% |
| Participation rate | 10.9% | 63.1%-52.2pp | 73.7%-62.8pp | 68.1%-57.1pp |
| Annual return | 21.66% | 39.09%-17.4pp | 321.24%-299.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $47 | $1,988-97.7% | $2,620-98.2% | $2,552-98.2% |
| Participant deferral / active EE | $686 | $2,847-75.9% | $4,084-83.2% | $4,126-83.4% |
| Admin fee / account holder | $119 | $4,594-97.4% | $5,098-97.7% | $7,339-98.4% |