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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 | $23,702 | $90,489-73.8% | $76,051-68.8% | $145,978-83.8% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 15.46% | 622.78%-607.3pp | 360.42%-345.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $544 | $3,319-83.6% | $2,690-79.8% | $4,662-88.3% |
| Participant deferral / active EE | $2,573 | $5,164-50.2% | $4,257-39.6% | $6,690-61.5% |
| Admin fee / account holder | $29 | $8,374-99.7% | $6,416-99.5% | $13,400-99.8% |