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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 | $34,164 | $100,073-65.9% | $85,126-59.9% | $145,877-76.6% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | 25.98% | 84.11%-58.1pp | 66.63%-40.7pp | 551.28%-525.3pp |
| Employer contribution / active EE | $244 | $3,236-92.5% | $2,731-91.1% | $4,663-94.8% |
| Participant deferral / active EE | $1,897 | $5,294-64.2% | $4,523-58.1% | $6,691-71.6% |
| Admin fee / account holder | $48 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |