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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 | $22,064 | $88,754-75.1% | $81,820-73.0% | $145,877-84.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.31% | 1031.77%-1017.5pp | 777.93%-763.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $248 | $3,085-92.0% | $2,915-91.5% | $4,663-94.7% |
| Participant deferral / active EE | $1,680 | $4,648-63.8% | $4,323-61.1% | $6,691-74.9% |
| Admin fee / account holder | $71 | $8,424-99.2% | $7,391-99.0% | $13,402-99.5% |