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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 | $14,922 | $72,071-79.3% | $68,368-78.2% | $137,256-89.1% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 20.02% | 353.14%-333.1pp | 292.57%-272.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $160 | $2,788-94.2% | $2,649-93.9% | $4,156-96.1% |
| Participant deferral / active EE | $641 | $4,410-85.5% | $4,123-84.5% | $6,407-90.0% |
| Admin fee / account holder | $58 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |