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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 | $29,470 | $166,242-82.3% | $165,071-82.1% | $145,884-79.8% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 9.63% | 100.44%-90.8pp | 70.17%-60.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $636 | $5,283-88.0% | $4,347-85.4% | $4,662-86.4% |
| Participant deferral / active EE | $2,731 | $6,964-60.8% | $6,035-54.8% | $6,690-59.2% |
| Admin fee / account holder | $10 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |