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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 | $26,474 | $167,362-84.2% | $143,799-81.6% | $134,532-80.3% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | 684.71% | 0.47%+684.2pp | -0.04%+684.8pp | 418.27%+266.4pp |
| Employer contribution / active EE | $661 | $5,620-88.2% | $4,952-86.6% | $4,741-86.1% |
| Participant deferral / active EE | $2,235 | $6,447-65.3% | $5,638-60.4% | $6,401-65.1% |
| Admin fee / account holder | $13 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |