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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 | $25,721 | $107,363-76.0% | $92,909-72.3% | $152,897-83.2% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.3pp |
| Annual return | 19.47% | 145.63%-126.2pp | 109.44%-90.0pp | 345.43%-326.0pp |
| Employer contribution / active EE | $336 | $4,222-92.0% | $3,653-90.8% | $4,764-92.9% |
| Participant deferral / active EE | $2,752 | $4,848-43.2% | $4,238-35.1% | $5,851-53.0% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |