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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 | $30,669 | $90,691-66.2% | $76,119-59.7% | $145,884-79.0% |
| Participation rate | 19.0% | 74.5%-55.4pp | 69.1%-50.0pp | 80.3%-61.3pp |
| Annual return | 17.08% | 624.52%-607.4pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $329 | $3,329-90.1% | $2,693-87.8% | $4,662-92.9% |
| Participant deferral / active EE | $1,852 | $5,167-64.2% | $4,259-56.5% | $6,690-72.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |