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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 | $20,737 | $56,431-63.3% | $130,788-84.1% | $87,485-76.3% |
| Participation rate | 18.2% | 58.9%-40.8pp | 70.1%-51.9pp | 68.9%-50.7pp |
| Annual return | 20.52% | 91.27%-70.7pp | 386.44%-365.9pp | 26.06%-5.5pp |
| Employer contribution / active EE | $240 | $1,549-84.5% | $3,558-93.3% | $2,596-90.8% |
| Participant deferral / active EE | $1,013 | $2,749-63.2% | $4,137-75.5% | $4,274-76.3% |
| Admin fee / account holder | $20 | $4,433-99.6% | $6,673-99.7% | $7,775-99.7% |