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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 | $54,619 | $102,429-46.7% | $147,096-62.9% | $80,925-32.5% |
| Participation rate | 46.4% | 75.9%-29.4pp | 82.2%-35.8pp | 67.7%-21.2pp |
| Annual return | 14.98% | 135.02%-120.0pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | $11 | $3,716-99.7% | $4,936-99.8% | $2,756-99.6% |
| Participant deferral / active EE | $9,717 | $6,649+46.2% | $8,071+20.4% | $4,299+126.0% |
| Admin fee / account holder | $204 | $7,957-97.4% | $13,005-98.4% | $6,940-97.1% |