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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 | $27,053 | $125,184-78.4% | $105,607-74.4% | $145,884-81.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 21.46% | 225.00%-203.5pp | 116.11%-94.6pp | 551.85%-530.4pp |
| Employer contribution / active EE | $736 | $3,720-80.2% | $3,167-76.7% | $4,662-84.2% |
| Participant deferral / active EE | $4,600 | $5,714-19.5% | $5,011-8.2% | $6,690-31.2% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |