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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 | $8,106 | $53,063-84.7% | $124,206-93.5% | $82,637-90.2% |
| Participation rate | 48.0% | 58.4%-10.4pp | 69.6%-21.6pp | 68.1%-20.1pp |
| Annual return | 25.60% | 68.87%-43.3pp | 515.27%-489.7pp | 53.51%-27.9pp |
| Employer contribution / active EE | $133 | $1,530-91.3% | $3,540-96.2% | $2,552-94.8% |
| Participant deferral / active EE | $1,166 | $2,644-55.9% | $3,968-70.6% | $4,126-71.7% |
| Admin fee / account holder | $119 | $4,281-97.2% | $5,929-98.0% | $7,339-98.4% |