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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 | $9,669 | $29,319-67.0% | $52,425-81.6% | $82,448-88.3% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 22.54% | 535.20%-512.7pp | 302.12%-279.6pp | 41.64%-19.1pp |
| Employer contribution / active EE | $60 | $586-89.8% | $914-93.5% | $2,551-97.7% |
| Participant deferral / active EE | $454 | $1,171-61.2% | $1,790-74.6% | $4,139-89.0% |
| Admin fee / account holder | $262 | $1,962-86.6% | $2,495-89.5% | $7,234-96.4% |