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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 | $58,960 | $70,366-16.2% | $66,674-11.6% | $138,895-57.6% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 22.61% | 386.41%-363.8pp | 321.24%-298.6pp | 145.39%-122.8pp |
| Employer contribution / active EE | $233 | $2,765-91.6% | $2,620-91.1% | $4,194-94.5% |
| Participant deferral / active EE | $989 | $4,374-77.4% | $4,084-75.8% | $6,396-84.5% |
| Admin fee / account holder | $225 | $5,262-95.7% | $5,098-95.6% | $12,562-98.2% |