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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 | $8,141 | $58,258-86.0% | $81,820-90.1% | $80,925-89.9% |
| Participation rate | 41.3% | 63.5%-22.2pp | 72.4%-31.1pp | 67.7%-26.4pp |
| Annual return | 26.77% | 41.76%-15.0pp | 777.93%-751.2pp | 35.65%-8.9pp |
| Employer contribution / active EE | $92 | $2,345-96.1% | $2,915-96.9% | $2,756-96.7% |
| Participant deferral / active EE | $918 | $3,284-72.0% | $4,323-78.8% | $4,299-78.6% |
| Admin fee / account holder | $217 | $4,976-95.6% | $7,391-97.1% | $6,940-96.9% |