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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 | $21,793 | $183,627-88.1% | $155,602-86.0% | $145,978-85.1% |
| Participation rate | 15.0% | 82.7%-67.7pp | 78.2%-63.2pp | 80.3%-65.3pp |
| Annual return | 425.00% | 61.32%+363.7pp | 64.81%+360.2pp | 550.52%-125.5pp |
| Employer contribution / active EE | $57 | $5,316-98.9% | $4,675-98.8% | $4,662-98.8% |
| Participant deferral / active EE | $3,057 | $6,466-52.7% | $5,629-45.7% | $6,690-54.3% |
| Admin fee / account holder | $77 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |