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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 | $23,135 | $110,093-79.0% | $97,295-76.2% | $145,897-84.1% |
| Participation rate | 58.8% | 75.9%-17.1pp | 72.7%-13.8pp | 80.3%-21.5pp |
| Annual return | 13.93% | 244.76%-230.8pp | 75.62%-61.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $293 | $3,077-90.5% | $2,723-89.2% | $4,663-93.7% |
| Participant deferral / active EE | $2,704 | $4,678-42.2% | $4,264-36.6% | $6,689-59.6% |
| Admin fee / account holder | $88 | $6,212-98.6% | $5,646-98.4% | $13,390-99.3% |