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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 | $28,491 | $107,353-73.5% | $92,903-69.3% | $152,885-81.4% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 20.06% | 145.62%-125.6pp | 109.43%-89.4pp | 345.39%-325.3pp |
| Employer contribution / active EE | $249 | $4,222-94.1% | $3,653-93.2% | $4,763-94.8% |
| Participant deferral / active EE | $2,496 | $4,848-48.5% | $4,238-41.1% | $5,851-57.3% |
| Admin fee / account holder | $9 | $7,081-99.9% | $5,795-99.8% | $11,598-99.9% |