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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 | $13,232 | $102,638-87.1% | $81,982-83.9% | $158,982-91.7% |
| Participation rate | 23.5% | 75.5%-52.0pp | 69.3%-45.7pp | 82.0%-58.4pp |
| Annual return | 24.81% | 61.05%-36.2pp | 41.31%-16.5pp | 302.99%-278.2pp |
| Employer contribution / active EE | $172 | $3,241-94.7% | $2,498-93.1% | $4,763-96.4% |
| Participant deferral / active EE | $1,143 | $4,649-75.4% | $3,722-69.3% | $5,983-80.9% |
| Admin fee / account holder | $37 | $8,237-99.6% | $5,665-99.3% | $11,252-99.7% |