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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 | $13,116 | $51,638-74.6% | $68,368-80.8% | $82,448-84.1% |
| Participation rate | 32.9% | 63.6%-30.8pp | 73.8%-40.9pp | 68.1%-35.2pp |
| Annual return | 17.47% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $42 | $2,047-97.9% | $2,649-98.4% | $2,551-98.3% |
| Participant deferral / active EE | $913 | $2,914-68.6% | $4,123-77.8% | $4,139-77.9% |
| Admin fee / account holder | $185 | $4,643-96.0% | $5,150-96.4% | $7,234-97.4% |