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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 | $26,037 | $96,388-73.0% | $80,627-67.7% | $139,466-81.3% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 27.33% | 1352.08%-1324.8pp | 936.76%-909.4pp | 373.66%-346.3pp |
| Employer contribution / active EE | $379 | $3,260-88.4% | $2,723-86.1% | $4,754-92.0% |
| Participant deferral / active EE | $3,365 | $5,224-35.6% | $4,443-24.3% | $6,712-49.9% |
| Admin fee / account holder | $12 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |