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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 | $29,207 | $60,128-51.4% | $90,440-67.7% | $79,852-63.4% |
| Participation rate | 13.6% | 65.0%-51.4pp | 72.7%-59.1pp | 69.6%-56.0pp |
| Annual return | 21.11% | 71.95%-50.8pp | 1294.38%-1273.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $91 | $2,068-95.6% | $3,263-97.2% | $2,471-96.3% |
| Participant deferral / active EE | $1,106 | $2,939-62.4% | $3,964-72.1% | $3,740-70.4% |
| Admin fee / account holder | $81 | $3,977-98.0% | $5,615-98.6% | $5,306-98.5% |