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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 | $29,262 | $111,830-73.8% | $93,696-68.8% | $145,884-79.9% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 13.82% | 204.08%-190.3pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $186 | $3,093-94.0% | $2,422-92.3% | $4,662-96.0% |
| Participant deferral / active EE | $1,433 | $4,920-70.9% | $4,417-67.5% | $6,690-78.6% |
| Admin fee / account holder | $162 | $10,249-98.4% | $8,287-98.1% | $13,392-98.8% |