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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 | $31,307 | $107,363-70.8% | $92,909-66.3% | $152,897-79.5% |
| Participation rate | 31.3% | 79.8%-48.5pp | 76.0%-44.8pp | 82.5%-51.2pp |
| Annual return | 20.84% | 145.63%-124.8pp | 109.44%-88.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $519 | $4,222-87.7% | $3,653-85.8% | $4,764-89.1% |
| Participant deferral / active EE | $2,749 | $4,848-43.3% | $4,238-35.1% | $5,851-53.0% |
| Admin fee / account holder | $278 | $7,082-96.1% | $5,795-95.2% | $11,599-97.6% |