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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 | $27,774 | $102,663-72.9% | $86,216-67.8% | $139,466-80.1% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.0%-24.0pp | 80.3%-35.3pp |
| Annual return | 18.69% | 1924.52%-1905.8pp | 1169.42%-1150.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $141 | $3,035-95.3% | $2,382-94.1% | $4,754-97.0% |
| Participant deferral / active EE | $1,513 | $4,677-67.7% | $3,986-62.0% | $6,712-77.5% |
| Admin fee / account holder | $113 | $8,663-98.7% | $6,853-98.4% | $11,409-99.0% |