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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 | $5,704 | $72,426-92.1% | $67,560-91.6% | $145,897-96.1% |
| Participation rate | 68.8% | 76.9%-8.1pp | 72.9%-4.2pp | 80.3%-11.6pp |
| Annual return | 19.52% | 7226.78%-7207.3pp | 3533.50%-3514.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $333 | $3,074-89.2% | $2,737-87.8% | $4,663-92.9% |
| Participant deferral / active EE | $2,494 | $4,785-47.9% | $4,004-37.7% | $6,689-62.7% |
| Admin fee / account holder | $14 | $5,514-99.7% | $3,994-99.6% | $13,390-99.9% |