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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 | $55,881 | $150,412-62.8% | $120,574-53.7% | $145,884-61.7% |
| Participation rate | 25.0% | 78.8%-53.8pp | 71.9%-46.9pp | 80.3%-55.3pp |
| Annual return | 11.66% | 154.50%-142.8pp | 107.42%-95.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $750 | $4,355-82.8% | $3,471-78.4% | $4,662-83.9% |
| Participant deferral / active EE | $1,500 | $6,175-75.7% | $4,996-70.0% | $6,690-77.6% |
| Admin fee / account holder | $225 | $12,224-98.2% | $9,445-97.6% | $13,392-98.3% |