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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 | $72,071-26.9% | $68,368-22.9% | $137,256-61.6% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 17.78% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $257 | $2,788-90.8% | $2,649-90.3% | $4,156-93.8% |
| Participant deferral / active EE | $2,150 | $4,410-51.2% | $4,123-47.9% | $6,407-66.4% |
| Admin fee / account holder | $232 | $5,336-95.7% | $5,150-95.5% | $12,270-98.1% |