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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 | $20,308 | $73,546-72.4% | $63,018-67.8% | $147,586-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.19% | 175.56%-162.4pp | 87.62%-74.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $193 | $3,324-94.2% | $2,761-93.0% | $4,876-96.1% |
| Participant deferral / active EE | $798 | $4,185-80.9% | $3,330-76.0% | $5,439-85.3% |
| Admin fee / account holder | $54 | $5,956-99.1% | $3,601-98.5% | $10,886-99.5% |