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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 | $16,038 | $52,353-69.4% | $120,225-86.7% | $82,448-80.5% |
| Participation rate | 32.7% | 58.3%-25.6pp | 69.6%-36.9pp | 68.1%-35.4pp |
| Annual return | 18.73% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $103 | $1,510-93.2% | $3,475-97.0% | $2,551-96.0% |
| Participant deferral / active EE | $1,126 | $2,627-57.1% | $3,999-71.8% | $4,139-72.8% |
| Admin fee / account holder | $192 | $4,363-95.6% | $5,696-96.6% | $7,234-97.3% |