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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 | $11,379 | $70,366-83.8% | $66,674-82.9% | $138,895-91.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.30% | 386.41%-371.1pp | 321.24%-305.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $110 | $2,765-96.0% | $2,620-95.8% | $4,194-97.4% |
| Participant deferral / active EE | $1,593 | $4,374-63.6% | $4,084-61.0% | $6,396-75.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |