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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 | $20,669 | $63,346-67.4% | $92,240-77.6% | $70,126-70.5% |
| Participation rate | 22.0% | 68.7%-46.7pp | 76.5%-54.5pp | 69.5%-47.6pp |
| Annual return | 23.76% | 530.19%-506.4pp | 176.29%-152.5pp | 73.15%-49.4pp |
| Employer contribution / active EE | $447 | $2,471-81.9% | $3,680-87.8% | $2,343-80.9% |
| Participant deferral / active EE | $1,309 | $2,854-54.1% | $3,897-66.4% | $3,332-60.7% |
| Admin fee / account holder | $25 | $3,841-99.3% | $5,194-99.5% | $4,645-99.5% |