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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 | $29,183 | $175,212-83.3% | $149,682-80.5% | $139,427-79.1% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $355 | $5,475-93.5% | $4,818-92.6% | $4,752-92.5% |
| Participant deferral / active EE | $2,708 | $6,520-58.5% | $5,681-52.3% | $6,711-59.7% |
| Admin fee / account holder | $39 | $16,150-99.8% | $13,210-99.7% | $11,404-99.7% |