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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 | $23,135 | $109,967-79.0% | $97,197-76.2% | $145,877-84.1% |
| Participation rate | 58.8% | 76.0%-17.1pp | 72.7%-13.9pp | 80.3%-21.5pp |
| Annual return | 13.93% | 244.27%-230.3pp | 75.47%-61.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $293 | $3,077-90.5% | $2,723-89.2% | $4,663-93.7% |
| Participant deferral / active EE | $2,704 | $4,676-42.2% | $4,263-36.6% | $6,691-59.6% |
| Admin fee / account holder | $88 | $6,199-98.6% | $5,637-98.4% | $13,402-99.3% |