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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 | $25,944 | $110,303-76.5% | $95,759-72.9% | $139,487-81.4% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 37.65% | 27.19%+10.5pp | 28.42%+9.2pp | 373.84%-336.2pp |
| Employer contribution / active EE | $17 | $3,261-99.5% | $2,836-99.4% | $4,755-99.6% |
| Participant deferral / active EE | $3,563 | $4,674-23.8% | $4,244-16.0% | $6,713-46.9% |
| Admin fee / account holder | $37 | $6,615-99.4% | $5,678-99.4% | $11,407-99.7% |