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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 | $111,787-78.0% | $93,681-73.8% | $145,978-83.2% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 42.84% | 203.52%-160.7pp | 133.47%-90.6pp | 550.52%-507.7pp |
| Employer contribution / active EE | $213 | $3,093-93.1% | $2,422-91.2% | $4,662-95.4% |
| Participant deferral / active EE | $1,567 | $4,918-68.1% | $4,415-64.5% | $6,690-76.6% |
| Admin fee / account holder | $93 | $10,256-99.1% | $8,290-98.9% | $13,400-99.3% |