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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 | $20,399 | $70,366-71.0% | $66,674-69.4% | $138,895-85.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.01% | 386.41%-370.4pp | 321.24%-305.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $340 | $2,765-87.7% | $2,620-87.0% | $4,194-91.9% |
| Participant deferral / active EE | $926 | $4,374-78.8% | $4,084-77.3% | $6,396-85.5% |
| Admin fee / account holder | $85 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |