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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 | $22,796 | $89,364-74.5% | $141,177-83.9% | $72,983-68.8% |
| Participation rate | 46.4% | 75.1%-28.7pp | 82.5%-36.0pp | 69.5%-23.1pp |
| Annual return | 204.69% | 111.86%+92.8pp | 71.40%+133.3pp | 81.01%+123.7pp |
| Employer contribution / active EE | $10 | $3,115-99.7% | $4,736-99.8% | $2,440-99.6% |
| Participant deferral / active EE | $6,267 | $5,419+15.7% | $6,710-6.6% | $3,608+73.7% |
| Admin fee / account holder | $66 | $5,959-98.9% | $10,263-99.4% | $5,124-98.7% |