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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 | $9,984 | $90,530-89.0% | $76,030-86.9% | $145,897-93.2% |
| Participation rate | 46.7% | 74.4%-27.8pp | 69.1%-22.4pp | 80.3%-33.6pp |
| Annual return | 15.42% | 625.08%-609.7pp | 361.54%-346.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $444 | $3,319-86.6% | $2,688-83.5% | $4,663-90.5% |
| Participant deferral / active EE | $1,692 | $5,164-67.2% | $4,257-60.3% | $6,689-74.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |