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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 | $25,404 | $49,976-49.2% | $66,674-61.9% | $82,637-69.3% |
| Participation rate | 20.0% | 63.1%-43.1pp | 73.7%-53.7pp | 68.1%-48.1pp |
| Annual return | 16.70% | 39.09%-22.4pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $237 | $1,988-88.1% | $2,620-91.0% | $2,552-90.7% |
| Participant deferral / active EE | $1,223 | $2,847-57.0% | $4,084-70.0% | $4,126-70.3% |
| Admin fee / account holder | $9 | $4,594-99.8% | $5,098-99.8% | $7,339-99.9% |