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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 | $15,354 | $53,128-71.1% | $86,582-82.3% | $70,126-78.1% |
| Participation rate | 35.7% | 65.3%-29.6pp | 73.5%-37.8pp | 69.5%-33.8pp |
| Annual return | 17.92% | 27.66%-9.7pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $98 | $2,068-95.3% | $2,839-96.5% | $2,343-95.8% |
| Participant deferral / active EE | $845 | $2,695-68.7% | $3,609-76.6% | $3,332-74.6% |
| Admin fee / account holder | $44 | $3,584-98.8% | $4,904-99.1% | $4,645-99.0% |