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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 | $14,910 | $49,976-70.2% | $66,674-77.6% | $82,637-82.0% |
| Participation rate | 22.0% | 63.1%-41.1pp | 73.7%-51.7pp | 68.1%-46.1pp |
| Annual return | 23.50% | 39.09%-15.6pp | 321.24%-297.7pp | 53.51%-30.0pp |
| Employer contribution / active EE | $2 | $1,988-99.9% | $2,620-99.9% | $2,552-99.9% |
| Participant deferral / active EE | $1,012 | $2,847-64.4% | $4,084-75.2% | $4,126-75.5% |
| Admin fee / account holder | $247 | $4,594-94.6% | $5,098-95.2% | $7,339-96.6% |