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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 | $76,522-62.2% | $56,033-48.4% | $145,884-80.2% |
| Participation rate | 38.1% | 63.2%-25.1pp | 52.5%-14.4pp | 80.3%-42.2pp |
| Annual return | 24.32% | 3014.28%-2990.0pp | 1711.38%-1687.1pp | 551.85%-527.5pp |
| Employer contribution / active EE | -$310 | $1,382-122.4% | $1,041-129.7% | $4,662-106.6% |
| Participant deferral / active EE | $3,712 | $2,624+41.5% | $1,954+90.0% | $6,690-44.5% |
| Admin fee / account holder | $8 | $3,328-99.8% | $2,827-99.7% | $13,392-99.9% |