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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 | $29,776 | $100,805-70.5% | $86,698-65.7% | $134,532-77.9% |
| Participation rate | 19.0% | 79.0%-59.9pp | 76.6%-57.5pp | 81.2%-62.2pp |
| Annual return | 153.03% | 29.09%+123.9pp | 35.95%+117.1pp | 418.27%-265.2pp |
| Employer contribution / active EE | $571 | $3,490-83.6% | $2,837-79.9% | $4,741-88.0% |
| Participant deferral / active EE | $2,329 | $5,339-56.4% | $4,656-50.0% | $6,401-63.6% |
| Admin fee / account holder | $73 | $10,925-99.3% | $7,493-99.0% | $11,429-99.4% |