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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 | $24,712 | $105,158-76.5% | $94,672-73.9% | $139,487-82.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 27.52% | 38.11%-10.6pp | 156.89%-129.4pp | 373.84%-346.3pp |
| Employer contribution / active EE | $134 | $4,107-96.7% | $3,673-96.4% | $4,755-97.2% |
| Participant deferral / active EE | $3,607 | $7,599-52.5% | $7,417-51.4% | $6,713-46.3% |
| Admin fee / account holder | $5 | $8,972-99.9% | $7,222-99.9% | $11,407-100.0% |