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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 | $18,231 | $111,787-83.7% | $93,681-80.5% | $145,978-87.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 15.52% | 203.52%-188.0pp | 133.47%-118.0pp | 550.52%-535.0pp |
| Employer contribution / active EE | $505 | $3,093-83.7% | $2,422-79.2% | $4,662-89.2% |
| Participant deferral / active EE | $1,332 | $4,918-72.9% | $4,415-69.8% | $6,690-80.1% |
| Admin fee / account holder | $250 | $10,256-97.6% | $8,290-97.0% | $13,400-98.1% |