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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 | $20,373 | $75,832-73.1% | $147,617-86.2% | $59,633-65.8% |
| Participation rate | 22.8% | 71.6%-48.8pp | 84.6%-61.8pp | 68.7%-45.9pp |
| Annual return | 0.32% | 0.37%0pp | 61.98%-61.7pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $103 | $3,485-97.0% | $5,564-98.1% | $2,203-95.3% |
| Participant deferral / active EE | $1,103 | $3,131-64.8% | $4,895-77.5% | $3,192-65.4% |
| Admin fee / account holder | $90 | $5,986-98.5% | $11,612-99.2% | $4,297-97.9% |