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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 | $56,431-58.4% | $130,788-82.1% | $87,485-73.2% |
| Participation rate | 37.0% | 58.9%-21.9pp | 70.1%-33.1pp | 68.9%-31.9pp |
| Annual return | 23.46% | 91.27%-67.8pp | 386.44%-363.0pp | 26.06%-2.6pp |
| Employer contribution / active EE | $9 | $1,549-99.4% | $3,558-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $3,658 | $2,749+33.1% | $4,137-11.6% | $4,274-14.4% |
| Admin fee / account holder | $92 | $4,433-97.9% | $6,673-98.6% | $7,775-98.8% |