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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 | $26,978 | $109,372-75.3% | $89,414-69.8% | $158,966-83.0% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.0%-37.2pp | 82.0%-51.2pp |
| Annual return | 8.88% | 345.55%-336.7pp | 245.50%-236.6pp | 302.95%-294.1pp |
| Employer contribution / active EE | $71 | $3,171-97.8% | $2,586-97.3% | $4,762-98.5% |
| Participant deferral / active EE | $1,669 | $4,598-63.7% | $3,890-57.1% | $5,983-72.1% |
| Admin fee / account holder | $85 | $6,156-98.6% | $4,883-98.3% | $11,250-99.2% |