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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 | $28,332 | $75,832-62.6% | $147,617-80.8% | $59,633-52.5% |
| Participation rate | 34.0% | 71.6%-37.5pp | 84.6%-50.6pp | 68.7%-34.6pp |
| Annual return | -0.23% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $301 | $3,485-91.4% | $5,564-94.6% | $2,203-86.3% |
| Participant deferral / active EE | $964 | $3,131-69.2% | $4,895-80.3% | $3,192-69.8% |
| Admin fee / account holder | $3 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |