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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 | $7,288 | $72,071-89.9% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.8%-11.8pp | 80.0%-18.1pp |
| Annual return | 18.05% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $316 | $2,788-88.7% | $2,649-88.1% | $4,156-92.4% |
| Participant deferral / active EE | $1,672 | $4,410-62.1% | $4,123-59.4% | $6,407-73.9% |
| Admin fee / account holder | $65 | $5,336-98.8% | $5,150-98.7% | $12,270-99.5% |