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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 | $7,304 | $72,071-89.9% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 29.46% | 353.14%-323.7pp | 292.57%-263.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $201 | $2,788-92.8% | $2,649-92.4% | $4,156-95.2% |
| Participant deferral / active EE | $691 | $4,410-84.3% | $4,123-83.2% | $6,407-89.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |