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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 | $12,030 | $72,071-83.3% | $68,368-82.4% | $137,256-91.2% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 17.29% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $75 | $2,788-97.3% | $2,649-97.2% | $4,156-98.2% |
| Participant deferral / active EE | $2,948 | $4,410-33.2% | $4,123-28.5% | $6,407-54.0% |
| Admin fee / account holder | $86 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |