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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 | $3,973 | $72,071-94.5% | $68,368-94.2% | $137,256-97.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 26.77% | 353.14%-326.4pp | 292.57%-265.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $317 | $2,788-88.6% | $2,649-88.0% | $4,156-92.4% |
| Participant deferral / active EE | $689 | $4,410-84.4% | $4,123-83.3% | $6,407-89.2% |
| Admin fee / account holder | $67 | $5,336-98.7% | $5,150-98.7% | $12,270-99.5% |