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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 | $35,316 | $72,071-51.0% | $68,368-48.3% | $137,256-74.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $172 | $2,788-93.8% | $2,649-93.5% | $4,156-95.9% |
| Participant deferral / active EE | $2,339 | $4,410-47.0% | $4,123-43.3% | $6,407-63.5% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |