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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 | $15,879 | $48,327-67.1% | $67,575-76.5% | $80,935-80.4% |
| Participation rate | 35.1% | 66.4%-31.3pp | 72.9%-37.8pp | 67.7%-32.5pp |
| Annual return | 15.42% | 18.31%-2.9pp | 3528.98%-3513.6pp | 35.66%-20.2pp |
| Employer contribution / active EE | $270 | $2,022-86.6% | $2,736-90.1% | $2,757-90.2% |
| Participant deferral / active EE | $1,585 | $2,927-45.9% | $4,003-60.4% | $4,299-63.1% |
| Admin fee / account holder | $29 | $3,692-99.2% | $3,993-99.3% | $6,924-99.6% |