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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 | $25,253 | $150,435-83.2% | $120,580-79.1% | $145,897-82.7% |
| Participation rate | 66.7% | 78.8%-12.1pp | 72.0%-5.3pp | 80.3%-13.6pp |
| Annual return | 13.62% | 154.60%-141.0pp | 107.48%-93.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $418 | $4,352-90.4% | $3,469-88.0% | $4,663-91.0% |
| Participant deferral / active EE | $3,374 | $6,174-45.3% | $4,995-32.5% | $6,689-49.6% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |