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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 | $70,366-67.4% | $66,674-65.6% | $138,895-83.5% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.7%-36.2pp | 79.9%-42.4pp |
| Annual return | 13.86% | 386.41%-372.5pp | 321.24%-307.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $324 | $2,765-88.3% | $2,620-87.7% | $4,194-92.3% |
| Participant deferral / active EE | $1,474 | $4,374-66.3% | $4,084-63.9% | $6,396-77.0% |
| Admin fee / account holder | $88 | $5,262-98.3% | $5,098-98.3% | $12,562-99.3% |