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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 | $5,317 | $70,366-92.4% | $66,674-92.0% | $138,895-96.2% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 32.61% | 386.41%-353.8pp | 321.24%-288.6pp | 145.39%-112.8pp |
| Employer contribution / active EE | $394 | $2,765-85.8% | $2,620-85.0% | $4,194-90.6% |
| Participant deferral / active EE | $600 | $4,374-86.3% | $4,084-85.3% | $6,396-90.6% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |