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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 | $17,565 | $111,878-84.3% | $93,727-81.3% | $145,897-88.0% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.3pp |
| Annual return | 13.59% | 204.28%-190.7pp | 133.83%-120.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $450 | $3,092-85.4% | $2,421-81.4% | $4,663-90.3% |
| Participant deferral / active EE | $1,381 | $4,920-71.9% | $4,417-68.7% | $6,689-79.4% |
| Admin fee / account holder | $57 | $10,256-99.4% | $8,292-99.3% | $13,390-99.6% |