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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 | $24,168 | $133,981-82.0% | $112,249-78.5% | $134,532-82.0% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -18.65% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $435 | $4,040-89.2% | $3,636-88.0% | $4,741-90.8% |
| Participant deferral / active EE | $3,414 | $5,292-35.5% | $4,729-27.8% | $6,401-46.7% |
| Admin fee / account holder | $89 | $7,492-98.8% | $6,412-98.6% | $11,429-99.2% |