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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 | $21,460 | $72,446-70.4% | $67,561-68.2% | $145,877-85.3% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.2pp | 80.3%-33.6pp |
| Annual return | 10.38% | 7211.98%-7201.6pp | 3525.44%-3515.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $249 | $3,072-91.9% | $2,735-90.9% | $4,663-94.7% |
| Participant deferral / active EE | $1,495 | $4,785-68.8% | $4,003-62.7% | $6,691-77.7% |
| Admin fee / account holder | $41 | $5,541-99.3% | $4,006-99.0% | $13,402-99.7% |