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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 | $18,792 | $96,524-80.5% | $75,900-75.2% | $152,909-87.7% |
| Participation rate | 15.4% | 76.2%-60.8pp | 69.3%-53.9pp | 82.5%-67.1pp |
| Annual return | 46.69% | 33.93%+12.8pp | 30.73%+16.0pp | 345.46%-298.8pp |
| Employer contribution / active EE | $477 | $3,311-85.6% | $2,501-80.9% | $4,764-90.0% |
| Participant deferral / active EE | $1,501 | $4,554-67.1% | $3,604-58.4% | $5,851-74.4% |
| Admin fee / account holder | $42 | $8,082-99.5% | $5,421-99.2% | $11,601-99.6% |