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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 | $11,639 | $110,093-89.4% | $97,295-88.0% | $145,897-92.0% |
| Participation rate | 36.8% | 75.9%-39.1pp | 72.7%-35.8pp | 80.3%-43.5pp |
| Annual return | 16.66% | 244.76%-228.1pp | 75.62%-59.0pp | 552.29%-535.6pp |
| Employer contribution / active EE | $235 | $3,077-92.4% | $2,723-91.4% | $4,663-95.0% |
| Participant deferral / active EE | $2,604 | $4,678-44.3% | $4,264-38.9% | $6,689-61.1% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |