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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 | $65,153 | $63,346+2.9% | $92,240-29.4% | $70,126-7.1% |
| Participation rate | 22.2% | 68.7%-46.4pp | 76.5%-54.3pp | 69.5%-47.3pp |
| Annual return | 12.87% | 530.19%-517.3pp | 176.29%-163.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $201 | $2,471-91.9% | $3,680-94.5% | $2,343-91.4% |
| Participant deferral / active EE | $1,678 | $2,854-41.2% | $3,897-56.9% | $3,332-49.6% |
| Admin fee / account holder | $34 | $3,841-99.1% | $5,194-99.3% | $4,645-99.3% |