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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 | $20,614 | $111,830-81.6% | $93,696-78.0% | $145,884-85.9% |
| Participation rate | 31.6% | 74.2%-42.6pp | 68.7%-37.1pp | 80.3%-48.7pp |
| Annual return | 11.23% | 204.08%-192.8pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $359 | $3,093-88.4% | $2,422-85.2% | $4,662-92.3% |
| Participant deferral / active EE | $1,645 | $4,920-66.6% | $4,417-62.8% | $6,690-75.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |