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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 | $16,811 | $111,785-85.0% | $93,669-82.1% | $145,877-88.5% |
| Participation rate | 26.7% | 74.2%-47.6pp | 68.7%-42.1pp | 80.3%-53.6pp |
| Annual return | 19.48% | 203.79%-184.3pp | 133.59%-114.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $438 | $3,096-85.9% | $2,424-81.9% | $4,663-90.6% |
| Participant deferral / active EE | $1,907 | $4,919-61.2% | $4,416-56.8% | $6,691-71.5% |
| Admin fee / account holder | $52 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |