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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 | $17,607 | $107,353-83.6% | $92,903-81.0% | $152,885-88.5% |
| Participation rate | 26.7% | 79.8%-53.1pp | 76.0%-49.3pp | 82.5%-55.8pp |
| Annual return | 25.57% | 145.62%-120.0pp | 109.43%-83.9pp | 345.39%-319.8pp |
| Employer contribution / active EE | $698 | $4,222-83.5% | $3,653-80.9% | $4,763-85.3% |
| Participant deferral / active EE | $1,520 | $4,848-68.6% | $4,238-64.1% | $5,851-74.0% |
| Admin fee / account holder | $71 | $7,081-99.0% | $5,795-98.8% | $11,598-99.4% |