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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 | $27,659 | $103,008-73.1% | $90,304-69.4% | $152,897-81.9% |
| Participation rate | 8.7% | 75.9%-67.2pp | 73.3%-64.6pp | 82.5%-73.8pp |
| Annual return | 27.27% | 95.22%-68.0pp | 78.13%-50.9pp | 345.43%-318.2pp |
| Employer contribution / active EE | $130 | $3,139-95.9% | $2,855-95.4% | $4,764-97.3% |
| Participant deferral / active EE | $857 | $4,281-80.0% | $3,885-78.0% | $5,851-85.4% |
| Admin fee / account holder | $97 | $6,175-98.4% | $5,354-98.2% | $11,599-99.2% |