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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 | $19,364 | $47,479-59.2% | $62,929-69.2% | $82,448-76.5% |
| Participation rate | 18.6% | 66.9%-48.2pp | 73.1%-54.5pp | 68.1%-49.4pp |
| Annual return | 22.85% | 20.34%+2.5pp | 1063.93%-1041.1pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,330 | $2,870-53.7% | $3,888-65.8% | $4,139-67.9% |
| Admin fee / account holder | $177 | $3,804-95.3% | $5,065-96.5% | $7,234-97.5% |