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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 | $30,785 | $85,060-63.8% | $70,548-56.4% | $139,456-77.9% |
| Participation rate | 10.0% | 73.9%-63.9pp | 68.3%-58.3pp | 80.3%-70.3pp |
| Annual return | 19.53% | 30.38%-10.8pp | 32.78%-13.2pp | 373.45%-353.9pp |
| Employer contribution / active EE | $6 | $3,911-99.9% | $2,975-99.8% | $4,753-99.9% |
| Participant deferral / active EE | $2,055 | $5,890-65.1% | $4,567-55.0% | $6,711-69.4% |
| Admin fee / account holder | $117 | $8,925-98.7% | $6,424-98.2% | $11,407-99.0% |