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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 | $35,907 | $75,832-52.6% | $147,618-75.7% | $59,633-39.8% |
| Participation rate | 46.3% | 71.6%-25.2pp | 84.6%-38.3pp | 68.7%-22.3pp |
| Annual return | -2.47% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $122 | $3,485-96.5% | $5,565-97.8% | $2,203-94.5% |
| Participant deferral / active EE | $1,030 | $3,131-67.1% | $4,895-79.0% | $3,192-67.7% |
| Admin fee / account holder | $36 | $5,986-99.4% | $11,612-99.7% | $4,297-99.2% |