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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 | $72,426-70.4% | $67,560-68.2% | $145,897-85.3% |
| Participation rate | 46.7% | 76.9%-30.2pp | 72.9%-26.3pp | 80.3%-33.6pp |
| Annual return | 10.38% | 7226.78%-7216.4pp | 3533.50%-3523.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $249 | $3,074-91.9% | $2,737-90.9% | $4,663-94.7% |
| Participant deferral / active EE | $1,495 | $4,785-68.8% | $4,004-62.7% | $6,689-77.7% |
| Admin fee / account holder | $41 | $5,514-99.3% | $3,994-99.0% | $13,390-99.7% |