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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 | $30,794 | $102,595-70.0% | $94,057-67.3% | $154,746-80.1% |
| Participation rate | 18.2% | 76.0%-57.8pp | 73.3%-55.2pp | 80.7%-62.5pp |
| Annual return | 22.59% | 583.42%-560.8pp | 480.62%-458.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $292 | $3,147-90.7% | $2,933-90.0% | $4,379-93.3% |
| Participant deferral / active EE | $1,460 | $5,118-71.5% | $4,709-69.0% | $6,730-78.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |