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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 | $23,458 | $53,063-55.8% | $124,206-81.1% | $82,637-71.6% |
| Participation rate | 37.0% | 58.4%-21.4pp | 69.6%-32.5pp | 68.1%-31.0pp |
| Annual return | 23.46% | 68.87%-45.4pp | 515.27%-491.8pp | 53.51%-30.0pp |
| Employer contribution / active EE | $9 | $1,530-99.4% | $3,540-99.8% | $2,552-99.7% |
| Participant deferral / active EE | $3,658 | $2,644+38.3% | $3,968-7.8% | $4,126-11.3% |
| Admin fee / account holder | $92 | $4,281-97.8% | $5,929-98.4% | $7,339-98.7% |