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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 | $32,530 | $111,830-70.9% | $93,696-65.3% | $145,884-77.7% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 18.09% | 204.08%-186.0pp | 133.74%-115.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $192 | $3,093-93.8% | $2,422-92.1% | $4,662-95.9% |
| Participant deferral / active EE | $2,297 | $4,920-53.3% | $4,417-48.0% | $6,690-65.7% |
| Admin fee / account holder | $93 | $10,249-99.1% | $8,287-98.9% | $13,392-99.3% |