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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 | $24,320 | $51,642-52.9% | $129,384-81.2% | $80,935-70.0% |
| Participation rate | 17.9% | 56.9%-39.0pp | 69.6%-51.7pp | 67.7%-49.7pp |
| Annual return | 15.37% | 20.78%-5.4pp | 9461.77%-9446.4pp | 35.66%-20.3pp |
| Employer contribution / active EE | $254 | $1,583-84.0% | $4,153-93.9% | $2,757-90.8% |
| Participant deferral / active EE | $1,737 | $2,670-34.9% | $4,166-58.3% | $4,299-59.6% |
| Admin fee / account holder | $81 | $4,312-98.1% | $7,686-98.9% | $6,924-98.8% |