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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 | $10,082 | $100,139-89.9% | $85,187-88.2% | $145,884-93.1% |
| Participation rate | 53.8% | 74.1%-20.3pp | 67.5%-13.7pp | 80.3%-26.5pp |
| Annual return | 12.87% | 84.15%-71.3pp | 66.67%-53.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,074 | $5,296-60.8% | $4,525-54.2% | $6,690-69.0% |
| Admin fee / account holder | $92 | $7,262-98.7% | $6,162-98.5% | $13,392-99.3% |