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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 | $16,634 | $115,814-85.6% | $101,275-83.6% | $158,982-89.5% |
| Participation rate | 29.2% | 79.4%-50.2pp | 75.8%-46.6pp | 82.0%-52.8pp |
| Annual return | 21.06% | 56.16%-35.1pp | 46.48%-25.4pp | 302.99%-281.9pp |
| Employer contribution / active EE | $544 | $4,176-87.0% | $3,660-85.1% | $4,763-88.6% |
| Participant deferral / active EE | $1,394 | $4,958-71.9% | $4,371-68.1% | $5,983-76.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |