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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 | $28,792 | $115,814-75.1% | $101,275-71.6% | $158,982-81.9% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 21.61% | 56.16%-34.5pp | 46.48%-24.9pp | 302.99%-281.4pp |
| Employer contribution / active EE | $593 | $4,176-85.8% | $3,660-83.8% | $4,763-87.5% |
| Participant deferral / active EE | $1,956 | $4,958-60.6% | $4,371-55.3% | $5,983-67.3% |
| Admin fee / account holder | $28 | $7,249-99.6% | $5,948-99.5% | $11,252-99.8% |