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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 | $12,371 | $96,630-87.2% | $86,605-85.7% | $139,427-91.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.55% | 106.48%-90.9pp | 591.39%-575.8pp | 373.27%-357.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $2,299 | $4,836-52.5% | $4,438-48.2% | $6,711-65.7% |
| Admin fee / account holder | $22 | $6,405-99.6% | $5,611-99.6% | $11,404-99.8% |