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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 | $63,319 | $102,663-38.3% | $86,216-26.6% | $139,466-54.6% |
| Participation rate | 29.2% | 74.5%-45.3pp | 69.0%-39.8pp | 80.3%-51.2pp |
| Annual return | 16.47% | 1924.52%-1908.1pp | 1169.42%-1152.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $457 | $3,035-85.0% | $2,382-80.8% | $4,754-90.4% |
| Participant deferral / active EE | $1,318 | $4,677-71.8% | $3,986-66.9% | $6,712-80.4% |
| Admin fee / account holder | $135 | $8,663-98.4% | $6,853-98.0% | $11,409-98.8% |