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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 | $111,785-78.0% | $93,669-73.8% | $145,877-83.2% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 42.84% | 203.79%-160.9pp | 133.59%-90.8pp | 551.28%-508.4pp |
| Employer contribution / active EE | $213 | $3,096-93.1% | $2,424-91.2% | $4,663-95.4% |
| Participant deferral / active EE | $1,567 | $4,919-68.2% | $4,416-64.5% | $6,691-76.6% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,291-98.9% | $13,402-99.3% |