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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 | $28,481 | $115,796-75.4% | $101,264-71.9% | $158,950-82.1% |
| Participation rate | 18.2% | 79.4%-61.2pp | 75.8%-57.6pp | 82.0%-63.8pp |
| Annual return | 29.69% | 56.15%-26.5pp | 46.48%-16.8pp | 302.91%-273.2pp |
| Employer contribution / active EE | $323 | $4,175-92.3% | $3,660-91.2% | $4,762-93.2% |
| Participant deferral / active EE | $1,533 | $4,958-69.1% | $4,370-64.9% | $5,983-74.4% |
| Admin fee / account holder | $85 | $7,247-98.8% | $5,947-98.6% | $11,248-99.2% |