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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 | $28,933 | $76,634-62.2% | $56,054-48.4% | $145,978-80.2% |
| Participation rate | 38.1% | 63.2%-25.1pp | 52.5%-14.4pp | 80.3%-42.2pp |
| Annual return | 24.32% | 3004.33%-2980.0pp | 1705.95%-1681.6pp | 550.52%-526.2pp |
| Employer contribution / active EE | -$310 | $1,380-122.4% | $1,039-129.8% | $4,662-106.6% |
| Participant deferral / active EE | $3,712 | $2,622+41.6% | $1,952+90.1% | $6,690-44.5% |
| Admin fee / account holder | $8 | $3,321-99.8% | $2,822-99.7% | $13,400-99.9% |