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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 | $7,118 | $100,203-92.9% | $85,240-91.6% | $145,897-95.1% |
| Participation rate | 31.3% | 74.1%-42.9pp | 67.5%-36.3pp | 80.3%-49.1pp |
| Annual return | 12.25% | 84.28%-72.0pp | 66.75%-54.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $99 | $3,242-96.9% | $2,735-96.4% | $4,663-97.9% |
| Participant deferral / active EE | $1,389 | $5,299-73.8% | $4,527-69.3% | $6,689-79.2% |
| Admin fee / account holder | $30 | $7,265-99.6% | $6,165-99.5% | $13,390-99.8% |