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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 | $16,744 | $111,830-85.0% | $93,696-82.1% | $145,884-88.5% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 17.23% | 204.08%-186.8pp | 133.74%-116.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $264 | $3,093-91.5% | $2,422-89.1% | $4,662-94.3% |
| Participant deferral / active EE | $1,525 | $4,920-69.0% | $4,417-65.5% | $6,690-77.2% |
| Admin fee / account holder | $58 | $10,249-99.4% | $8,287-99.3% | $13,392-99.6% |