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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 | $52,695 | $102,595-48.6% | $94,057-44.0% | $154,746-65.9% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 17.78% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.6pp |
| Employer contribution / active EE | $257 | $3,147-91.8% | $2,933-91.2% | $4,379-94.1% |
| Participant deferral / active EE | $2,150 | $5,118-58.0% | $4,709-54.3% | $6,730-68.1% |
| Admin fee / account holder | $232 | $7,736-97.0% | $7,244-96.8% | $14,365-98.4% |