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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 | $19,175 | $51,638-62.9% | $68,368-72.0% | $82,448-76.7% |
| Participation rate | 20.6% | 63.6%-43.0pp | 73.8%-53.2pp | 68.1%-47.5pp |
| Annual return | 17.27% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $158 | $2,047-92.3% | $2,649-94.0% | $2,551-93.8% |
| Participant deferral / active EE | $1,220 | $2,914-58.1% | $4,123-70.4% | $4,139-70.5% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |