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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 | $61,125-78.5% | $94,057-86.1% | $87,485-85.0% |
| Participation rate | 32.9% | 64.1%-31.2pp | 73.3%-40.5pp | 68.9%-36.1pp |
| Annual return | 17.47% | 35.20%-17.7pp | 480.62%-463.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $42 | $2,136-98.0% | $2,933-98.6% | $2,596-98.4% |
| Participant deferral / active EE | $913 | $3,260-72.0% | $4,709-80.6% | $4,274-78.6% |
| Admin fee / account holder | $185 | $5,629-96.7% | $7,244-97.4% | $7,775-97.6% |