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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 | $12,820 | $110,039-88.3% | $97,260-86.8% | $145,884-91.2% |
| Participation rate | 30.8% | 75.9%-45.1pp | 72.7%-41.9pp | 80.3%-49.5pp |
| Annual return | 65.00% | 244.44%-179.4pp | 75.54%-10.5pp | 551.85%-486.9pp |
| Employer contribution / active EE | $157 | $3,074-94.9% | $2,721-94.2% | $4,662-96.6% |
| Participant deferral / active EE | $757 | $4,674-83.8% | $4,262-82.2% | $6,690-88.7% |
| Admin fee / account holder | $79 | $6,204-98.7% | $5,640-98.6% | $13,392-99.4% |