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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 | $26,395 | $29,733-11.2% | $56,025-52.9% | $80,959-67.4% |
| Participation rate | 6.4% | 41.7%-35.3pp | 52.5%-46.1pp | 67.7%-61.3pp |
| Annual return | 30.13% | 35.28%-5.2pp | 1712.69%-1682.6pp | 35.67%-5.5pp |
| Employer contribution / active EE | $53 | $672-92.0% | $1,042-94.9% | $2,757-98.1% |
| Participant deferral / active EE | $725 | $1,229-41.0% | $1,955-62.9% | $4,300-83.1% |
| Admin fee / account holder | $89 | $2,434-96.3% | $2,828-96.8% | $6,925-98.7% |