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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 | $10,525 | $47,479-77.8% | $62,929-83.3% | $82,448-87.2% |
| Participation rate | 40.9% | 66.9%-26.0pp | 73.1%-32.2pp | 68.1%-27.2pp |
| Annual return | 20.27% | 20.34%-0.1pp | 1063.93%-1043.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $313 | $1,885-83.4% | $2,505-87.5% | $2,551-87.7% |
| Participant deferral / active EE | $984 | $2,870-65.7% | $3,888-74.7% | $4,139-76.2% |
| Admin fee / account holder | $19 | $3,804-99.5% | $5,065-99.6% | $7,234-99.7% |