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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 | $26,135 | $65,555-60.1% | $86,216-69.7% | $75,173-65.2% |
| Participation rate | 26.5% | 60.5%-34.0pp | 69.0%-42.5pp | 67.2%-40.7pp |
| Annual return | 21.27% | 46.07%-24.8pp | 1169.42%-1148.1pp | 160.72%-139.4pp |
| Employer contribution / active EE | $310 | $1,553-80.0% | $2,382-87.0% | $2,671-88.4% |
| Participant deferral / active EE | $1,313 | $3,023-56.6% | $3,986-67.1% | $4,126-68.2% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |