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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 | $28,633 | $29,667-3.5% | $56,441-49.3% | $80,874-64.6% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.6%-62.0pp |
| Annual return | 14.14% | 35.22%-21.1pp | 1704.21%-1690.1pp | 35.62%-21.5pp |
| Employer contribution / active EE | $66 | $669-90.1% | $1,039-93.6% | $2,756-97.6% |
| Participant deferral / active EE | $434 | $1,227-64.6% | $1,953-77.8% | $4,297-89.9% |
| Admin fee / account holder | $57 | $2,429-97.7% | $2,829-98.0% | $6,935-99.2% |