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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 | $6,778 | $27,936-75.7% | $58,561-88.4% | $75,173-91.0% |
| Participation rate | 5.3% | 38.8%-33.6pp | 50.9%-45.6pp | 67.2%-61.9pp |
| Annual return | 19.76% | 44.21%-24.5pp | 4251.33%-4231.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $65 | $670-90.3% | $1,053-93.8% | $2,671-97.6% |
| Participant deferral / active EE | $245 | $1,202-79.6% | $1,923-87.3% | $4,126-94.1% |
| Admin fee / account holder | $297 | $1,727-82.8% | $2,520-88.2% | $5,651-94.7% |