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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 | $24,543 | $111,878-78.1% | $93,727-73.8% | $145,897-83.2% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 42.84% | 204.28%-161.4pp | 133.83%-91.0pp | 552.29%-509.4pp |
| Employer contribution / active EE | $213 | $3,092-93.1% | $2,421-91.2% | $4,663-95.4% |
| Participant deferral / active EE | $1,567 | $4,920-68.2% | $4,417-64.5% | $6,689-76.6% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,292-98.9% | $13,390-99.3% |