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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 | $12,874 | $111,830-88.5% | $93,696-86.3% | $145,884-91.2% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.5pp |
| Annual return | 13.12% | 204.08%-191.0pp | 133.74%-120.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $88 | $3,093-97.1% | $2,422-96.4% | $4,662-98.1% |
| Participant deferral / active EE | $1,935 | $4,920-60.7% | $4,417-56.2% | $6,690-71.1% |
| Admin fee / account holder | $10 | $10,249-99.9% | $8,287-99.9% | $13,392-99.9% |