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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 | $22,941 | $72,071-68.2% | $68,368-66.4% | $137,256-83.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 13.86% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $324 | $2,788-88.4% | $2,649-87.8% | $4,156-92.2% |
| Participant deferral / active EE | $1,474 | $4,410-66.6% | $4,123-64.3% | $6,407-77.0% |
| Admin fee / account holder | $88 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |