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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 | $38,943 | $111,878-65.2% | $93,727-58.5% | $145,897-73.3% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 14.30% | 204.28%-190.0pp | 133.83%-119.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $133 | $3,092-95.7% | $2,421-94.5% | $4,663-97.1% |
| Participant deferral / active EE | $1,525 | $4,920-69.0% | $4,417-65.5% | $6,689-77.2% |
| Admin fee / account holder | $188 | $10,256-98.2% | $8,292-97.7% | $13,390-98.6% |