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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 | $31,799 | $84,708-62.5% | $75,714-58.0% | $167,536-81.0% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.8%-21.0pp | 82.1%-28.3pp |
| Annual return | 16.11% | 199.62%-183.5pp | 104.62%-88.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $308 | $3,231-90.5% | $2,744-88.8% | $4,839-93.6% |
| Participant deferral / active EE | $1,237 | $4,577-73.0% | $3,820-67.6% | $6,342-80.5% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |