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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 | $70,366-82.9% | $66,674-82.0% | $138,895-91.3% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 17.29% | 386.41%-369.1pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $75 | $2,765-97.3% | $2,620-97.1% | $4,194-98.2% |
| Participant deferral / active EE | $2,948 | $4,374-32.6% | $4,084-27.8% | $6,396-53.9% |
| Admin fee / account holder | $86 | $5,262-98.4% | $5,098-98.3% | $12,562-99.3% |