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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 | $27,117 | $95,580-71.6% | $76,872-64.7% | $139,466-80.6% |
| Participation rate | 23.8% | 74.0%-50.2pp | 69.6%-45.8pp | 80.3%-56.5pp |
| Annual return | 29.88% | 55.00%-25.1pp | 37.90%-8.0pp | 373.66%-343.8pp |
| Employer contribution / active EE | $270 | $3,145-91.4% | $2,533-89.4% | $4,754-94.3% |
| Participant deferral / active EE | $2,935 | $4,623-36.5% | $3,832-23.4% | $6,712-56.3% |
| Admin fee / account holder | $72 | $8,302-99.1% | $5,476-98.7% | $11,409-99.4% |