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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 | $11,175 | $72,071-84.5% | $68,368-83.7% | $137,256-91.9% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.0%-40.8pp |
| Annual return | 23.02% | 353.14%-330.1pp | 292.57%-269.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $39 | $2,788-98.6% | $2,649-98.5% | $4,156-99.1% |
| Participant deferral / active EE | $1,145 | $4,410-74.0% | $4,123-72.2% | $6,407-82.1% |
| Admin fee / account holder | $139 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |