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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 | $59,171 | $85,171-30.5% | $172,752-65.7% | $72,975-18.9% |
| Participation rate | 67.7% | 70.1%-2.3pp | 82.6%-14.9pp | 69.5%-1.7pp |
| Annual return | 24.16% | 27.32%-3.2pp | 802.97%-778.8pp | 81.01%-56.8pp |
| Employer contribution / active EE | $177 | $3,324-94.7% | $5,144-96.6% | $2,440-92.8% |
| Participant deferral / active EE | $925 | $3,260-71.6% | $5,198-82.2% | $3,608-74.4% |
| Admin fee / account holder | $21 | $5,880-99.6% | $13,955-99.8% | $5,124-99.6% |