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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 | $36,318 | $85,171-57.4% | $172,753-79.0% | $72,976-50.2% |
| Participation rate | 54.3% | 70.1%-15.7pp | 82.6%-28.3pp | 69.5%-15.2pp |
| Annual return | 25.71% | 27.32%-1.6pp | 803.00%-777.3pp | 81.02%-55.3pp |
| Employer contribution / active EE | $247 | $3,324-92.6% | $5,144-95.2% | $2,440-89.9% |
| Participant deferral / active EE | $2,138 | $3,260-34.4% | $5,198-58.9% | $3,608-40.7% |
| Admin fee / account holder | $63 | $5,880-98.9% | $13,956-99.5% | $5,124-98.8% |